Financial services firm — under NDA
A finance website, integrated with the systems it depends on.
- Sector
- Financial services
- Engagement
- Duration — to confirm
- Scope
- Website and systems integration
- Stack
- Node.js · JavaScript · Postgres · AWS
01 — The problem
The website was a brochure in front of a regulated business, and the two knew nothing about each other.
Anything a visitor did on the site had to be picked up and carried into another system by hand. In a regulated context that is not only slow — it is a gap in the record of what was said and when.
Narrative drafted from the brief — replace with the engagement detail
02 — What discovery found
The integration, not the design, was what made the project worth doing.
Compliance constraints ruled out the obvious third-party form tooling.
The data the site needed already existed; getting at it safely was the work.
03 — What we built
A site that writes into the systems behind it, with an auditable trail of what it wrote.
Public site
The pages the business is judged on, built to be edited by the people who own the words.
Systems integration
Enquiries land in the system of record directly, rather than in an inbox to be transcribed.
Audit trail
What was submitted, when, and what happened to it — recorded rather than reconstructed.
04 — What changed
Qualitative — add figures when you have them
Nothing is transcribed
What a visitor submits is what the business holds. There is no second copy to diverge.
The record is complete
Every submission is traceable end to end, which is what a regulated process needs.
The site is theirs to change
Content is edited by the business without a release, and the integration is documented.
Got something shaped like this? Let's talk.
Discovery is free — you get a written proposal either way