From an Access prototype to an online investment platform
Term Deposit Shop first engaged us to speed up their internal processes with a rapid prototype built in Microsoft Access and VBA. It worked so well that in 2015 we began building their cloud-based cash management platform on top of it.
Today the Access front end and the web portals for clients and advisers share one securely hosted SQL database, so every transaction between the two is instant and accurate. Staff kept the tools they knew, customers gained online access, and the platform even fills out the banks' paper forms as ready-to-sign PDFs.
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