Dynamics 365 Customer Engagement
A cloud-based foundation for customer applications, records, workflow and application status management.
Organisation overview
Financial support made simpler for customers and teams
The organisation provides financial support, savings and term investment products, loans and related services for mission-driven organisations. It helps customers access funding and build the financial capacity to grow their operations.
As customer demand expanded, the organisation needed a practical digital experience that could replace a cumbersome manual application process without compromising security, scalability or service quality.
The business challenge
A manual application process was slowing financial service delivery
Customers needed a simple way to apply for financial assistance, loans and investment products. Internal teams needed better control of information, approvals and application progress.
01
Cumbersome application submissionManual forms and follow-up created a less
convenient experience for customers.
02
Fragmented processing stepsApplication data needed to move more reliably between
the customer interface and existing back-office systems.
03
Limited tracking and visibilityTeams needed a clearer view of application
status, documents and approvals in real time.
The connected solution
One secure platform for applications, processing and customer visibility
Vaden Consultancy designed and implemented a scalable digital application platform that gives customers a straightforward online experience while connecting information to the organisation's existing systems.
Secure online application portal
An intuitive web experience for customers to create and submit loan and investment applications.
ASP.NET MVC development
Custom software development to create a secure, responsive and scalable online interface.
Back-end system integration
Connected data flows that streamline processing and approval of submitted applications.
Document management
Centralised handling of supporting documents for a more complete and traceable application record.
Secure payment processing
Protected payment journeys that support a dependable digital financial-service experience.
A secure digital application process helps customers move from enquiry to submission
with less effort.
Implementation approach
Designed for secure applications and efficient approvals
The solution replaced manual paperwork with a user-friendly digital process, while retaining the connection to existing systems and supporting a growing customer base.
01
Designed the customer journeyCreated a simple experience for customers to apply for
loans and investment products online.
02
Built the secure portalDeveloped a scalable ASP.NET MVC web application for application
submission and information capture.
03
Connected processing and approvalsIntegrated the portal with back-end systems to support
more seamless data flow and decision-making.
04
Enabled tracking and reportingProvided application status tracking and clearer insight
into loan and investment activity.
Digital application portal
Application status overview
▤
Loan applicationDocuments verified
IN REVIEW
▤
Investment applicationProcessing complete
APPROVED
▤
Supporting documentsSecurely stored
READY
Benefits delivered
A better application experience and more efficient operations
The integrated platform improved how customers submit financial applications and how teams process, approve, track and report on them.
✓
Enhanced customer experienceAccessible online forms make financial
applications easier to complete and submit.
↗
Faster processingAutomated processing and approval workflows reduce
manual administrative effort.
◉
Better tracking and reportingReal-time status tracking provides
clearer insight into loan and investment applications.
⌘
Better resource allocationReduced routine tasks help teams focus on
higher-value customer service work.
“The solution brought customer applications, documents, processing and approvals into one
connected digital operation—supporting more efficient financial service delivery.”
