A financial services expert seeking an innovative software partner to help financial institutions better serve their business clients’ cash flow needs.
The client’s objective was to provide banks and credit unions of all sizes with a reliable, objective way to evaluate business health and approve financing based on accurate cash flow analysis.
The Key Requirements for the Project Included in the Business Challenges
Manual Data Collection
Excessive time spent manually tracking credit, balances, and account status.
Complex Info Gathering
Banks struggled to efficiently verify AR, AP, inventory, and collateral data.
Lack of Objectivity
Manual processes led to inconsistent, slow loan approvals and unclear assessments.
Telliant’s banking domain expertise and modern technology proficiency (.NET Core, Angular, Azure) enabled them to transform manual lending processes into an automated, objective platform. Their collaborative Agile approach resulted in the successful in 6 months launch with zero critical issues and excellent client feedback.
Streamlined Loan Processing
Automated business tracking system eliminates manual follow-ups and reduces approval time.
Objective Decision Making
Computation engine provides data driven loan eligibility assessments using standardized criteria.
Enhanced Risk Management
Real time dashboards display funded balances, credit amounts, and loan eligibility with clear insights.
Operational Efficiency
Integrated third-party systems (Argos Risk, QuickBooks, Tingo) eliminate manual data entry.
Cloud-First Architecture
Azure -hosted microservices ensure scalability and reliability.
Modern Tech Stack
Angular 13 frontend with .NET Core 6 backend delivers responsive user experience.
Automated Workflows
Azure Logic Apps and Web Jobs handle notifications and background processing.
Quality Assurance
SonarQube code reviews and MSTest unit testing ensure production-ready code.
Enterprise Security
Multi factor authentication and admin controls protect sensitive financial data.
The system launched successfully on October 11, 2022, with zero critical production issues and excellent client feedback.
The platform transformed manual loan evaluations into automated assessments, delivering significant time savings and enhanced decision-making for financial institutions.
The scalable cloud architecture provides long-term value and competitive advantage in business lending.