Case Details

CT Group SMSF Mobile Application

Paper-like mobile forms without complicated sharing tools. A mobile application that created a remarkable experience for business partners and their clients to access a wide range of independent SMSF services.
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Project Outline

Data Management Platform for Your Business. Spend Time with Clients, Not with Paperwork

The CT SMSF is a self-managed superannuation fund that needed an efficient and scalable resource to streamline data management processes among business partners and clients. Previously, their agents used to manually complete company forms, scan them and then email the filled forms back to the company. This tool is based on CT Group's research into SMSF Services. The specialise in following fields: fund set up or transfer. year end returns and audits, financial advice and investments.

Kite Union built a mobile application with access to member services that simplified the data entry process. As a result, the application increased the processing speed and reduced company expenses by removing paper and freeing up staff for other important tasks. Kite Union played an integral role in business optimisation for this company. The client was provided with a whole range of application support.

Project
  • iOS Application
Technologies
  • iOS Native
    Swift Code
Industry
  • Investments, Finance
Client
  • CT Group
    SMSF Services
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Pre-Programmed Forms

User-friendly forms that help to simplify data lookup and data entry. Create professional forms in a few minutes!

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Offline Mode

Use offline mode to collect data without an internet connection, then upload them back once you have internet access.

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Cloud Integration

The cloud-based system offers tools for building, managing forms & connects with third party apps for data integration.

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Partnership Solutions

Simplify data exchange with your business associate providing your partners with a solution that drives its performance and growth.

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Data Exchange

Unify workflow with partners using reliable data transmission. Easy access to monitor your business activities and streamline.

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Scalability

Bring new team members who can work in the remote areas and follow the company process to drive its performance.

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