RFL Wealth Management
Centralized CRM for smarter client management, faster reporting, and seamless digital signing.
RFL Wealth Management
Centralized CRM for smarter client management, faster reporting, and seamless digital signing.
RFL Wealth Management
Centralized CRM for smarter client management, faster reporting, and seamless digital signing.
Industry
Financial Services
Platform
Web App (CRM Platform)
Engagement
Mar → Dec 2024
Services
UX Design
Web App Development
QA
Product Management
QA
Tech Stack
Next.js
NestJS
PostgreSQL
AWS (EC2, S3, RDS, Fargate)
Vercel
DocuSign
Resend
Clerk
RFL Wealth Management had a familiar problem. For years, they managed client data and reports through spreadsheets and manual processes. On top of that, running SAP software was costly and added more complexity than value. What they really needed was a single, reliable system, something that could centralize client data, automate reporting, and bring digital document signing into their everyday workflows.
Industry
Financial Services
Platform
Web App (CRM Platform)
Engagement
Mar → Dec 2024
Services
UX Design
Web App Development
QA
Product Management
QA
Tech Stack
Next.js
NestJS
PostgreSQL
AWS (EC2, S3, RDS, Fargate)
Vercel
DocuSign
Resend
Clerk
RFL Wealth Management had a familiar problem. For years, they managed client data and reports through spreadsheets and manual processes. On top of that, running SAP software was costly and added more complexity than value. What they really needed was a single, reliable system, something that could centralize client data, automate reporting, and bring digital document signing into their everyday workflows.
Industry
Financial Services
Platform
Web App (CRM Platform)
Engagement
Mar → Dec 2024
Services
UX Design
Web App Development
QA
Product Management
QA
Tech Stack
Next.js
NestJS
PostgreSQL
AWS (EC2, S3, RDS, Fargate)
Vercel
DocuSign
Resend
Clerk
RFL Wealth Management had a familiar problem. For years, they managed client data and reports through spreadsheets and manual processes. On top of that, running SAP software was costly and added more complexity than value. What they really needed was a single, reliable system, something that could centralize client data, automate reporting, and bring digital document signing into their everyday workflows.
Scalable Design Foundation
We started by running workshops with RFL’s team to map out how things worked today. Together, we identified the biggest pain points and shaped the requirements for a CRM system that would actually make their lives easier.Our design team created a clean, intuitive interface in Figma. The goal was simple: make it easy for agents to manage client data, generate insights, and handle document signing without extra steps.
Scalable Design Foundation
We started by running workshops with RFL’s team to map out how things worked today. Together, we identified the biggest pain points and shaped the requirements for a CRM system that would actually make their lives easier.Our design team created a clean, intuitive interface in Figma. The goal was simple: make it easy for agents to manage client data, generate insights, and handle document signing without extra steps.
Scalable Design Foundation
We started by running workshops with RFL’s team to map out how things worked today. Together, we identified the biggest pain points and shaped the requirements for a CRM system that would actually make their lives easier.Our design team created a clean, intuitive interface in Figma. The goal was simple: make it easy for agents to manage client data, generate insights, and handle document signing without extra steps.
Technology That Scales with Business Growth
The platform was built using Next.js and NestJS, supported by AWS and Vercel for speed and scalability. We integrated DocuSign for secure signing, Resend for automated communication, and Clerk for authentication, ensuring the system was robust and future-ready. The project ran on two-week sprints with constant feedback loops. Daily check-ins, Jira for tracking, and GitHub for code management kept everyone aligned. This close collaboration meant we could adapt quickly and deliver without delays.
Technology That Scales with Business Growth
The platform was built using Next.js and NestJS, supported by AWS and Vercel for speed and scalability. We integrated DocuSign for secure signing, Resend for automated communication, and Clerk for authentication, ensuring the system was robust and future-ready. The project ran on two-week sprints with constant feedback loops. Daily check-ins, Jira for tracking, and GitHub for code management kept everyone aligned. This close collaboration meant we could adapt quickly and deliver without delays.
Technology That Scales with Business Growth
The platform was built using Next.js and NestJS, supported by AWS and Vercel for speed and scalability. We integrated DocuSign for secure signing, Resend for automated communication, and Clerk for authentication, ensuring the system was robust and future-ready. The project ran on two-week sprints with constant feedback loops. Daily check-ins, Jira for tracking, and GitHub for code management kept everyone aligned. This close collaboration meant we could adapt quickly and deliver without delays.
Lessons We Took Forward
Every project teaches us something new. For RFL, the challenges came with migrating old data and connecting multiple third-party tools. We solved this with stronger validation methods, user training sessions, and design adjustments based on real feedback. The takeaway? Building the right system is not just about technology, it’s about making sure people are comfortable adopting it and ready to grow with it.
Lessons We Took Forward
Every project teaches us something new. For RFL, the challenges came with migrating old data and connecting multiple third-party tools. We solved this with stronger validation methods, user training sessions, and design adjustments based on real feedback. The takeaway? Building the right system is not just about technology, it’s about making sure people are comfortable adopting it and ready to grow with it.
Lessons We Took Forward
Every project teaches us something new. For RFL, the challenges came with migrating old data and connecting multiple third-party tools. We solved this with stronger validation methods, user training sessions, and design adjustments based on real feedback. The takeaway? Building the right system is not just about technology, it’s about making sure people are comfortable adopting it and ready to grow with it.
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© 2018 - 2025 Wire Apps LTD.
© 2018 - 2025 Wire Apps LTD.
© 2018 - 2025 Wire Apps LTD.