Case Study: Income Solutions streamlines financial planning and CRM workflows with 23 Digital

Income Solutions streamlines financial planning with 23 Digital and cuts admin work significantly

Income Solutions, a financial planning company, faced the challenge of streamlining their fact-finding process and integrating a new CRM application with their existing XPLAN database and customer correspondence system. Their previous manual methods were inefficient, and they needed a solution to synchronize data across all three systems. They engaged vendor 23 Digital to develop a custom software integration to address this.

23 Digital designed and built a messaging hub that integrated, transformed, and routed messages between the systems, applying various messaging design patterns. The solution was developed on time and on budget, meeting all expectations. As a result, clients using the platform reported a growth in new financial planning practices and a significant reduction in administrative workloads, with inbound demand for the software reaching an all-time high.

Income Solutions