Case Study: Built Technologies streamlines client onboarding with Baton

FinTech leader, Built, selects Baton to streamline implementations

Built Technologies, a FinTech company serving construction lenders and builders, needed a better way to manage implementation projects and give clients real-time visibility into onboarding. Before Baton, the team had to export project updates into Excel or PDFs and repeat that manual work every time changes were made, adding extra steps and reducing transparency.

Built Technologies implemented Baton’s Implementation Management Software to streamline workflows, support parallel tasks, and provide a live client presentation view with SOC 2-compliant security. With Baton, Built improved process standardization, gained better analytics and forecasting, and increased client engagement by eliminating manual update work and giving customers clearer visibility into project status and expectations.

Built Technologies

Joseph Moon

Implementation Manager