Case Study: North American Financial Company achieves a modern digital customer portal with Excellarate

Excellarate Helms Stalled Digital Transformation Project to Complete New, Integrated Customer Portal for Consumer Lender

North American Financial Company, a North American consumer lender, needed to rescue a stalled digital transformation initiative that was meant to modernize dealer financing operations and improve the customer experience. After another vendor’s work fell far behind and produced little usable output, the company turned to Excellarate for a dedicated team to rebuild trust, salvage existing assets, and deliver a new integrated customer and dealer portal on a tight timeline.

Excellarate took an Agile, blended-team approach and helped implement a dealer portal, Broker API, mobile capabilities, and custom ERP/e-commerce integrations. In just six months, the new digital system was completed and deployed in stages throughout 2019, transforming dealer services and moving the business from fax and landline-based workflows to a modern, fully digital experience.