Case Study: BlueHub Capital streamlines investor portal management with Craftsman Technology Group

BlueHub Capital streamlines investor reporting and portal maintenance with Craftsman Technology Group

BlueHub Capital, a mission-driven nonprofit community development financial institution, faced significant challenges with its outdated investor portal built on Salesforce VisualForce. The portal was difficult to maintain, offered a poor user experience, and required cumbersome manual processes for its staff. They engaged Craftsman Technology Group to overhaul the portal and streamline the investor experience.

Craftsman Technology Group implemented a new Salesforce Experience Cloud site, replacing the legacy code with reusable Lightning components. This solution provided investors with dynamic access to their information and automated key reporting processes. The new portal is easier for BlueHub's admin staff to maintain, offers better analytics, and has freed up significant staff time by automating the generation and distribution of critical reports like the EQ2 and interest payment schedules.

BlueHub Capital