BCM Global // Client Portal and Core application

The delivery of the client portal for BCM Global marked a significant milestone in enhancing client experience and engagement. The portal, designed to cater to both residential and commercial clients, allows users to check the status of their mortgages at any time. It features approximately 25 different customer journeys, including KYC checks, 2FA, payments, document management, building depot management, and advisor communications, among others. This comprehensive and intuitive portal ensures that clients have seamless access to all necessary information and services, promoting transparency and convenience in their mortgage management processes.

The delivery of the advisor portal for BCM Global significantly enhanced communication and efficiency for advisors. This platform enables advisors to quickly and effectively communicate with money providers and their residential and commercial clients. With streamlined access to critical information and communication tools, advisors can manage interactions and processes more efficiently, ensuring a higher level of service and support for their clients. By reducing the time needed to gather client documents, the portal allows advisors to focus more on providing actual advice. This platform supports various functions, from document management to real-time messaging, facilitating seamless and productive advisor-client relationships.

The delivery of the employee portal for BCM Global revolutionized the way employees of money providers manage their tasks. This portal provides employees with the ability to have clear and efficient communication with advisors, ensuring that all parties are aligned and informed. It offers a streamlined approach to handling mortgage dossiers, making the process more efficient and reducing the potential for errors.

The employee portal includes numerous employee journeys, such as a workload manager, internal and external tasks and communications, roles and permissions management, dossier handling for residential and buy-to-let mortgages, 2FA, and many more. By facilitating smooth interactions and providing easy access to essential information, the employee portal enhances productivity and supports better service delivery to clients.

The product’s ability to be white-labeled to any brand and style of the money provider significantly enhanced its flexibility and appeal. This customization ensured that customers always felt they were communicating with their chosen money provider, reinforcing brand trust and consistency. By adapting the portal to match the unique branding and design standards of each provider, we created a new foundation for each money provider. This feature provided customers with a coherent and trusted interaction platform, enhancing their overall satisfaction and engagement.