This financial services client is a Bay Area investment manager offering institutions and qualified investors access to a broad range of investments focused on superior risk-adjusted income-generating assets. Their team has decades of experience investing in mortgage-backed securities, originating real-estate related loans, as well as acquiring, renovating, and managing real estate across the country.
While servicing thousands of real estate loans to ensure repayment and simultaneously remaining compliant with ever-changing regulatory reporting requirements, the client needed a better way to streamline and automate (where possible) comprehensive data on their portfolio of investments. The solution replaces a legacy Microsoft Access database and multiple redundant database tables.
The final solution is an integrated payment aggregation, reporting, and investor portal. Working together, a Kinetech business engineer worked with a client financial analyst to create a cloud-based dashboard from scratch that delivers the exact capabilities they need.
Within a matter of days, the Kinetech team was able to deliver a working prototype and launch the full application after a month of development. The result has created significant efficiencies across the client's business. Most notably, the end-of-month reporting now takes a few days for generation and verification versus a week or more using the old processes.