Website : Online Trusts Tool

Online Trust Form Selection and Signing Tool

The Challenge

In the financial services sector, specifically for financial advisers and LV= members, there was a pressing need for a streamlined, secure, and digital-first approach to managing trust forms for policies. The existing processes were cumbersome, time-consuming, and often required manual intervention, leading to inefficiencies and potential for errors.

Key Challenges Included

  • Complexity in Form Selection: Users often faced difficulties in selecting the appropriate trust form that aligned with their specific policy needs.
  • Manual and Inefficient Form Completion Process: The traditional method of form filling and signing was not only slow but also prone to errors.
  • Lack of Integration and Automation: The process lacked a cohesive system for trustee collaboration and real-time status tracking.

The Solution

Developed by Assemblysoft: Leveraging our expertise in ASP.NET MVC, JavaScript, and Azure DevOps, we created an innovative online tool that addresses these challenges effectively.

Key Components of the Solution

  • Interactive Questionnaire with ASP.NET MVC and JavaScript: A dynamic, responsive questionnaire guides users to the correct trust form. ASP.NET MVC handles complex server-side logic, while JavaScript ensures a responsive and engaging client-side experience.
With over several thousand permutations resulting from the products and options supported, a decision tree design was formulated and developed using .NET Core.
  • Digital Form Filling and Signature Feature: The tool allows for digital completion and signature of forms, supporting a range of devices and input methods. This feature not only enhances user experience but also ensures data integrity and security.
  • Automated Email System for Trustee Collaboration: Once a form is completed, it is automatically sent to trustees for digital signatures, streamlining the collaboration process.
  • Azure DevOps Pipeline for End-to-End Management: From development to deployment, Azure DevOps pipeline ensures continuous integration and delivery, facilitating efficient tracking and management of the entire process.
In parallel an Azure DevOps pipeline was designed and developed to support the DevOps process of rapid development and release cycles into Microsoft Azure. Security penetration testing, gated check-ins, automated unit and integration tests for client side and server side features, deployment slots, user acceptance testing capabilities and multiple team level approvals were just a sample of the smarts employed which led to a day 1 production deployment without incident.

Assemblysoft provides custom development services targeting .NET MAUI

If you would like some assistance with .NET MAUI | Azure | Azure DevOps Services | Blazor Development then please get in touch, we would be glad to help.

The Results

The deployment of this online tool marked a significant transformation in how financial advisers and LV= members manage trust forms.

Key Results Achieved

  • Enhanced Efficiency and Accuracy: The digital and automated nature of the tool significantly reduced the time required to complete and process trust forms, while also minimizing errors.
  • Improved User Experience: The intuitive interface and responsive design of the tool led to higher user satisfaction and engagement.
  • Increased Compliance and Security: With robust security measures in place, the tool ensures that all sensitive information is handled securely, in compliance with industry standards.
  • Scalability and Reliability: Leveraging Azure's cloud capabilities, the tool is designed to handle a high volume of users and forms, ensuring reliability and scalability.

The success of this project demonstrates Assemblysoft's ability to understand and address specific client needs in the financial sector, leveraging the latest technologies in ASP.NET MVC, JavaScript, and Azure DevOps. Our approach not only solved the immediate challenges faced by financial advisers and LV= members but also set a new standard for efficiency, security, and user experience in digital form management.

At Assemblysoft we specialise in Custom Software Development tailored to your requirements. We can onboard and add value to your business rapidly. We are an experienced Full-stack development team able to provide specific technical expertise or manage your project requirements end to end. We specialise in the Microsoft cloud and .NET Solutions and Services. Our developers are Microsoft Certified. We have real-world experience developing .NET applications and Azure Services for a large array of business domains. If you would like some assistance with Azure | Azure DevOps Services | Blazor Development | .NET MAUI Development or in need of custom software development, from an experienced development team in the United Kingdom, then please get in touch, we would love to add immediate value to your business.

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