Crestview Capital specializes in providing tailored investment solutions, including private equity and debt funds. To enhance investor relations and streamline data management, the firm partnered with Nawlabs to create a state-of-the-art investor portal. This solution aimed to centralize investor data, offer real-time performance tracking, and ensure secure data access for their growing client base.
Hours delivered back to the business
SOX compliance in Settlement process automation
Success rate of bot case completion
For functional release of OBT, RTS and OGS
In collaboration with Nawlabs, Crestview Capital, a leading capital management firm, developed an advanced investor portal using Salesforce Experience Cloud. This platform integrates seamlessly with existing Salesforce products, creating a unified database to manage loan details, contact information, and investor activities. The portal’s design was customized to align with the firm’s branding, ensuring consistent and professional communication with all stakeholders.
Scope of Work Delivered by Nawlabs
– Customized Salesforce Experience Cloud to meet investor communication needs.
– Developed a robust investor portal providing detailed insights into investment contributions, distributions, and portfolio performance.
– Integrated Salesforce with the portal to create a unified data source, enabling real-time synchronization with high security standards.
– Managed investor access permissions based on roles and profiles, ensuring secure information sharing.
Challenges
Crestview Capital faced challenges in managing their expanding investor portfolio and unifying lender and borrower data across multiple sources. With the launch of a new private debt fund, they required a secure and scalable solution to meet investor needs, streamline data flow, and improve visibility into fund contributions and overall portfolio performance.
Solution
Nawlabs developed a highly customizable investor portal powered by Salesforce Experience Cloud, fully integrated with Crestview Capital’s existing Salesforce environment. The portal offers multi-device accessibility, secure access control, and custom features tailored to investor needs. Key functionalities include:
- A detailed view of loan information such as loan type, position, and value.
- Monthly payment schedules and a comprehensive overview of loan performance.
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In-depth property details, such as addresses, appraisal values, and closing dates, with links to external real estate platforms like Zillow and Google Maps.
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Centralized document management, allowing investors to access important documents like loan agreements, appraisals, and performance reports.
The system also supports document uploads via Salesforce’s Contact record, ensuring all investor-related files are available in one centralized location, with real-time updates.
The Chalange
Following a period of rapid growth through acquisition, Paysafe were looking to achieve enterprise-wide operational efficiencies and alignment. In order to do this, they chose to focus firstly on their customer services, merchant operations, risk and compliance functions.
Paysafe’s fast-paced expansion had resulted in a lack of process consistency & standardisation across their acquired brands. The numerous manual and non-transparent processes at play were something Paysafe were keen to address.
Additionally, in the face of increasing industry regulation and compliance requirements, Paysafe were eager to stay ahead of the curve in responding to these changes, whilst also maintaining the relentless customer focus and agility that is at the core of their DNA.
What did
Tecnologia do
Paysafe & Tecnologia’s shared appreciation for the power of combining scale and global reach with flexibility and agility made our partnership an obvious choice. Tecnologia have been working with Paysafe since November 2020 in 2 key workstreams: Automation Delivery and Mobile Chatbot Migration, supporting the Paysafe Automation365 team specialising in Cognitive and Robotic Automation.
Automation Delivery – Tecnologia are working with the Paysafe Automation365 team to identify, design, build, test and deploy automated solutions using UiPath Automation Software. Thus far Tecnologia have delivered 28 Automations across 3 core business functions: Merchant Services, Consumer Services and Risk.
Mobile ChatBot Migration – Tecnologia led the migration of chatbots from a web browser platform to mobile platforms (Android and iOS). In addition to this, Tecnologia has implemented an intermediate communication layer to enable a seamless handoff between chatbot and live agent providers to win and support new deals.
The Results
- 30+ processes delivered
- Over 30,000 hrs delivered back to the business
- 100% SOX compliance in Settlement process automation
- >95% success rate of bot case completion
- SDK delivered for native platforms, enabling Virtual & Live agent communications across multiple mobile platforms
