“ A project as major as iGeny’s would never have seen the light without the support of an organization with a vision as bright as GSOFT. They sought to understand the strengths of their team members, who performed formidably on a daily basis. They also took into account their weaknesses, and did everything possible to overcome them. After spending 4 years working closely with GSOFT, the iGeny staff, myself included, are proud to say that this organization dedicates itself above all to human development, which, in turn, translates into impeccable software development. ”
iGeny is an innovative society that develops web applications for Canadian financial security advisors.
Rigorous attention to detail and compliance with operational procedures are critical issues for advisors and financial services firms. The weight of an intensified legislative framework was causing a significant increase in administrative costs. Additionally, errors or omissions can lead to major complaints and costly lawsuits, as well as tarnish a firm’s reputation.
With no satisfactory solution available on the market, iGeny’s designers launched a project aimed at developing what would become the first System-Expert for Canadian advisors and firms.
Solutions Put in Place
In collaboration with iGeny, GSOFT developed iGeny Pro, which enables the management of processes through a workflow and task assignment system. The app also consists of an audit system for completed tasks, a secure client portal, an automatic QR code classification system, electronic signatures, and CRM integration.
In June 2012, a combined 17 GSOFT and iGeny experts got together to develop iGeny Pro. Among these experts were several developers, a ScrumMaster, infrastructure specialists, designers (UX), web integrators, and marketing specialists.
The iGeny Pro app led to the elimination of manual processes, as well as physical paperwork and folders, a sharp reduction in errors, remote working capabilities, the improvement of iGeny’s overall brand image, and maintaining the profitability of all their financial services firms.
iGeny Pro also enables the quick integration of new firms, upon acquisition, all while eliminating any geographical constraints.