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Finly

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Finly Hero Image

Swiss FinTech ecosystem designed to digitize the entire financial advisory lifecycle, integrating multi-tenant CRM, real-time analysis, and document management into a single, high-performance platform, eliminating administrative friction by automating complex commission tracking and regulatory compliance, enabling advisors to focus on high-value strategic consulting.

Core Technical Challenges & Solutions

1. Architecting a Proprietary Multi-Tenant CRM

  • The Constraint: Integrating with 3rd-party CRMs proved insufficient for the deep data collection required for high-fidelity financial modeling and automated client-facing applications.
  • The Solution: I engineered a custom, vertically-integrated CRM. This architecture allows for a seamless data-thread where a single lead entry automatically populates complex financial analysis models, client portals, and regulatory reports without the synchronization overhead or data-loss risks of external integrations.
Finly CRM Customer Overview

2. Secure Compliance-Driven Signature Workflows (2FA)

  • The Constraint: In the highly regulated Swiss market, digital signatures for mandates and powers of attorney must meet strict legal standards (ZertES/eIDAS equivalent) to be clinical.
  • The Solution: I implemented a secure signature module featuring integrated Two-Factor Authentication (2FA). By embedding this directly into the post-analysis workflow, we eliminated the analog gap, allowing clients to sign mandates instantly on their mobile devices immediately after a consultation.
Finly Signature Process
// Finly Signature Process using 2-Factor Authentication

3. Automated Commission & Billing Engine

  • The Constraint: Tracking policy commissions and courtages across multiple providers is historically a manual, error-prone task for back-office teams.
  • The Solution: I developed a robust billing management engine that utilizes custom formula logic to calculate commission splits based on policy volumes. The system automatically generates billing drafts and audit trails, reducing administrative overhead by approximately 80% for growing advisory firms.
Invoice listing updated
// Invoice and Billing management

4. High-Performance Task Orchestration

  • The Constraint: Financial teams require high-density task management that keeps the specific Client Context at the forefront, something standard tools like Asana or Monday couldn't provide in a unified way.
  • The Solution: I built an integrated task orchestration system supporting multi-select batch processing, advanced grouping, and role-based access control. This ensures a friction-less handoff between the Advisor (frontend) and the Back-office (administrative support) within a single source of truth.
Aggregator Kanban showcasing robust project management
// Aggregator Kanban showcasing robust project management

Technical Highlights

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Summary budget savings visualized
LOG: Impact of financial decisions visualized
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Tan Stack Tables
LOG: Complex Data manipulation using Tan Stack Tables
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Task Details
LOG: Tasks management module
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Email Templating using Maizzle
LOG: Maizzle powered Email Templates
The Impact

By consolidating CRM, document management, and real-time financial analysis into a unified FINMA-compliant architecture, we successfully converted 38 minutes of administrative friction per client into billable consulting time, effectively reclaiming over CHF 18,000 in monthly operational value for mid-sized Swiss advisory firms.