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Financial Services

Understanding the Financial Services industry is one thing. Understanding the technology you currently use and the updates you should consider is another.
Case Study: Publicly-traded integrated mortgage and financial services firm that originates, finances, and services residential mortgages required an interactive application that would drive profits, showing real-time results, and make ordering a loan as easy as ordering a book from Amazon.

Custom Application Development For The World’s Financial Services Leaders!

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Understanding your industry is one thing. Understanding the technology you are using is another. When you read studies that tell you that 75% of projects are doomed from the beginning, it has to make you pause before signing your name to the outcome.

Consider letting our proven professionals take a look at your project. They’ve seen what can go wrong and know how to avoid costly errors.

At Intertech, we ask the right questions and tell you the correct answers. From design to rollout, Intertech takes the worry out of custom software development. Add the unique benefit of our field-driven education division, and you get a blend of exceptional knowledge that plugs in, does what you need, and leaves your business and employees more engaged and more potent as a team. 

We Bring You…

Team-Complete™ Development

Intertech’s Team-Complete™ development means we make sure all the right people are seated at the table to assure success the first time. At Intertech, you always get the best of the best! Proven consultants dive deep into your project, analyze your objectives, and lead your project to success with the expertise and the soft-skills you expect from a leader.

Soft-Skills For A Winning Experience

Sometimes the most critical person in the room is the one with a calm voice and the right words. Bringing a development team together or presenting a clear concept for stakeholders can make all the difference between success or failure. Intertech consultants are at the top of their field. They navigate challenging decisions, guide with a confident voice, and know when to get out of the way.

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Intertech takes the worry out of custom software development.
Featured Financial Services

Case-Study

Technology Used
.NET
Team Foundation Server
ASP.NET MVC
Visual Basic
jQuery

 

Methodology
Agile / Scrum

 

Additional Services
Web Development
UI/UX

Project

Interactive Application That Measures The Financial Risk of Each Loan Request And Makes Ordering A Loan Easier Than The Competition’s Lending Process

 

Project Requirements

There is a certain amount of financial risk in being a leading mortgage lending firm. Needing a reliable resource to work with, the firm turned to Intertech to build an interactive application for its brokers that would measure the amount of financial risk of each loan requested. Additionally, the mortgage agency required that the application additionally provide its brokers with the ability to monitor their pipeline while filtering criteria capabilities.

Result

Intertech delivered an innovative application with a full suite of loan management capabilities for the mortgage services firm that simplified and streamlined relationships with Brokers, generating even more profit for the firm, meeting each requirement and business objective of the project.

Overview

To help fuel this goal, Intertech leveraged an Agile development process for this project. The Agile process involved short 2-week sprints while delivering and then defining the feature & functionality to be delivered in the next Sprint. At the end of each Sprint Intertech demonstrated the software to the customer for feedback before launch.

Making sure the technology used was compatible with their IT department’s requirements, the solution was hosted in Windows Azure to provide high availability, ease of management and excellent speed.

This user experience was created through BizTalk orchestrations. The BizTalk orchestrations engine included business rules using Inrule; enabling a clean flow of data between the client, originators, and credit agencies, providing timely and analyzed information and the ability for the underwriters and others within the firm to make much faster and more informed decisions around purchasing or funding of each mortgage.

The result provided the client’s customers the ability to manage a loan through its full lifecycle, all the way from registration through post-closing, making it easier for the customer, while generating more profit and better industry recognition for the firm.

Intertech has been in business for nearly 30 years. Many of our projects are considered confidential by our clients. For this reason, and out of respect for our customer’s privacy, we do not mention companies by name regarding specific projects, with the clear understanding that the project outlined and presented is actual work Intertech and their consultants have completed successfully.

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“Working with Intertech allowed us to modernize the user interface of the equipment we produce. The consultants they provided were clearly experts in their field and brought the necessary knowledge to our team to update our application. But working with Intertech also helped us move toward a faster development and deployment cycle for our new features moving forward. This new user interface will provide a better user experience for our customers, and our new deployment pipeline will enable us to continue improving that user experience over the months and years to come.”

– Client

"Thanks to everybody for the efforts over the last 18 months!"

“It’s with mixed feelings that this day has arrived. I’m sad to see this collaborative effort come to an end; but I’m excited with what we have accomplished. Tom & Scott had a lot of patience with me through the process and were able to teach me a lot of good stuff. For me, one of the big benefits of the Intertech/[client] relationship was it helped me demonstrate the value of software to the company which led to my getting approval to hire two software folks. Even though this particular project/phase is at an end, I’m hoping we have the opportunity to work together again. Once again, Thanks to everybody for the efforts over the last 18 months.”

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GET TO KNOW US

Chief Financial Officer

David Brenner

As CFO, Dave Brenner provides financial leadership to the firm’s stakeholders and employees, overseeing everything from billing, receivables, and payables to business insurance, payroll, and taxes. He’s also responsible for policies and procedures related to healthcare, 401k, HSA, and other benefits. Before joining Intertech in 2004, Dave was Finance Manager at Best Buy, where he designed and implemented accounting and finance processes to support the company’s newly created in-home networking division. Earlier, he held positions at Hewlett-Packard and Delta (Northwest Airlines).

 

Dave’s philosophy is practical. It’s not what you make; it’s what you keep, borrowing from the title of a popular personal finance management book. “I’m all about enlightened, solid financial management, both personally and in my role as CFO at Intertech. I believe in going after the best long-term opportunities and making the right investments in our people, products, and services.”

 

Why Did You Choose Intertech?

I was looking for a small, private firm with a successful track record and a bright future. Intertech fits the bill on all counts! I also enjoy the family atmosphere here and the excellent work-life balance that we provide to our employees.

Sideline

Dave loves outdoor activities, including biking, jogging, skiing, golfing, and tennis. He also enjoys ethnic foods and wine tasting.

How Can We Help You?

We’ve been in business since 1991 because we listen to find out exactly what you need and then help take your project to the finish line the first time. Let us know what we can do for you!

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