Case Study: Gifted Financial Services digitizes paper-heavy financial workflows with App Verticals

Gifted Financial Services grows beyond its local market with App Verticals

The customer, Gifted Financial Services, a US-based financial services provider, faced significant inefficiencies by operating through manual paperwork and in-person visits for services like tax filing and credit repair. This ad-hoc, physical process resulted in high costs and a limited geographic reach. They partnered with vendor App Verticals for custom software development to build a digital financial services platform.

App Verticals built an online platform featuring a dynamic form builder, enabling the client to create and publish custom forms for any service without new code. The solution integrated workflow automation, in-system payments, and a customer portal, digitizing the entire operation. This allowed Gifted Financial Services to expand its customer base beyond its local area and grow its business, as the move online eliminated the constraints of paper-based processes.

Gifted Financial Services