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This project is a case study for automating the onboarding and request processing of business customers for SWIFT Connect, replacing the existing manual process with an electronic one. The solution includes:
A web module for collecting customer requests.
A CRM module for processing those requests within the company's platform.
Features
Web Module
User-friendly interface for business customers to submit requests.
Form validation to ensure the accuracy of submitted data.
Integration with the CRM module for seamless processing.
CRM Module
Admin interface for viewing and processing customer requests.
Request management tools (approve, reject, or update requests).
Dashboard for tracking request statuses and analytics.