A fintech company introduced a new financial wellness app and offered investment firms the option to customize it with their own branding

SOLUTION

Introduced the Monday.com project management tool for both internal teams and clients

Implemented a comprehensive timeline to track progress and ensure seamless communication between teams
Created a process guide outlining the requirements for the Customer Service Management and development teams to brand each client app

RESULTS

Decreased customization time from 3 months to 3 weeks
Continuous updates within the project plan and proactive identification of challenges ensured that potential issues were addressed promptly, keeping the custom apps on track for successful completion