Built Solutions for Leading Categories in Banking & Finance
Hands-on expertise in various areas of financial services, covering:
Retail & Commercial Banking
Brevity designs and delivers digital banking platforms that let users open accounts, view transactions, and manage services online. Every solution is designed to meet regulatory needs while keeping tasks straightforward and accessible for everyone involved. We’ve worked closely with banking teams to create tools that align with compliance needs while also simplifying operations for staff and customers. Whether it’s a self-service portal for end-users or an internal dashboard for bank employees, we build systems that help you serve better, faster, and with less effort.
Mortgage and Tax Services
We provide custom software development for the mortgage, insurance, and property tax processing sector. Brevity has helped organizations manage complex workflows such as property tax servicing, tax bill processing, and delinquent tax handling. Our team closely collaborates with each client to design solutions that reduce manual work, improve coordination, and support timely operations between lenders, borrowers, and tax authorities. With real-time tracking, tailored workflows, and reliable system integrations, financial institutions can reduce penalties, improve turnaround time, and deliver a better experience to their end users.
Digital Lending & Loan Management
Brevity creates end-to-end lending platforms that support applications, document uploads, credit checks, and EMI schedules. We design loan systems that are easy to use. Staff don’t need to switch between multiple tools to get through their tasks, and borrowers can apply, upload documents, and check their status. When useful, we apply AI for things like reviewing credit data or flagging unusual activity. The goal is to make loan approvals smoother and follow-ups more predictable, helping everyone stay on track and feel confident in the process.
Insurance Providers
Brevity creates digital platforms that support every part of the insurance process. Customers get access to tools where they can view details, submit claims, and connect with support teams. On the provider side, case handling becomes more structured and faster. Our systems make it easier to keep communication clear, reduce delays, and give your team better visibility into each case from start to finish.
Investment & Wealth Management
We create platforms that give investors access to their portfolios and advisors the tools to guide them confidently. Clients can view performance metrics, get timely alerts, and make informed decisions through easy-to-use dashboards. Advisors can segment clients, manage accounts, and share updates directly.
Tax & Accounting Services
We design software that helps tax professionals manage files, track filings, and stay ahead of critical deadlines. Clients can upload documents, see what’s pending, and stay in the loop with real-time updates. Behind the scenes, your team can manage approvals, set task priorities, and coordinate without endless email chains. It’s all designed to help you deliver better service without extra hassle.
Let's pool our skills to make something truly outstanding
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Our Experience in Building Banking & Finance Platforms
With years of hands-on experience, Brevity delivers secure and scalable banking and finance platforms. We work closely with banks, fintech startups, and financial institutions to deliver solutions such as online account systems, loan engines, insurance portals, CRM integrations, billing tools, and AI-backed reporting dashboards. Whether you need full builds, tech upgrades, regular maintenance, or backend improvements, Brevity helps make your platform smarter and more responsive to real business needs.
Use modern platforms to simplify complex financial workflows across mortgage, insurance, and property tax processes. Brevity designs solutions that reduce delays, bring clarity, and help your team and customers stay on track.
- Property tax alerts and delinquency tracking
- Document portals for borrower uploads
- Escrow balance and tax bill coordination
- Application status tracking tools
- Insurance policy dashboards
- Claim submission and case tracking
- Due date alerts for insurance renewals
- AI-supported document checks
- Task queues for loan and tax staff
- Cross-team coordination systems
- Event-based notifications
- Integration with servicing systems across mortgage, insurance, and property tax processes
Custom-built platforms that allow customers to view balances, manage profiles, download statements, and more. We keep user experience simple while applying smart automation where it saves time.
- Dashboard layouts with personalized views
- Secure multi-factor authentication for account safety
- Integrated document generation and download tools
- User profile management with real-time updates
- Alert systems for low balance, transaction summaries, and profile changes
- Account access and authentication setup
- Dashboard to track activity, transactions, and services
- AI-assisted alerts, reminders, and document tagging
Brevity builds digital loan systems that support each step of the process, including application, approval, and monitoring. Reduce paperwork and make tracking easier for both customers and staff.
- Online loan applications with dynamic forms
- Admin panel for approvals and document management
- EMI tracking, repayment notifications, and auto-reminders
- Credit scoring integration with optional AI-based tools
- Task logs for underwriters and approval chains
- Online loan applications with dynamic forms
- Admin panel for approvals and document management
- EMI tracking, repayment notifications, and auto-reminders
For insurance providers, we build systems that help customers manage policies, submit claims, and communicate with agents online.
- Customer login and policy dashboards
- Claim submission and tracking tools
- Policy updates, renewals, and secure messaging
- Integration with insurer backend systems
- Notification engine for premium due dates and claim status
- Customer login and policy dashboards
- Claim submission and tracking tools
- Policy updates, renewals, and secure messaging
Brevity sets up payment tools that follow current security standards while being easy to use for customers. We help build trust through safe, stable transactions.
- Payment integrations with banks and UPI providers
- Invoicing and billing systems for recurring payments
- Compliance tools for KYC and transaction logs
- Refund processing and billing dispute resolution
- Secure storage of transaction history and receipts
- Payment integrations with banks and UPI providers
- Invoicing and billing systems for recurring payments
- Compliance tools for KYC and transaction logs
Organize leads, follow-ups, client onboarding, and relationship management. We integrate with your current CRM or build a custom system tailored to how your team works.
- Lead intake forms and pipelines
- AI-based follow-up reminders and status tracking
- Client data management and reporting
- Role-based access for sales, support, and compliance teams
- Communication tracking through email, calls, and SMS
- Lead intake forms and pipelines
- AI-based follow-up reminders and status tracking
- Client data management and reporting
Use machine learning to spot customer patterns, credit risks, and sales opportunities. Brevity helps you add real intelligence to your reporting without complicating workflows.
- Dynamic financial dashboards
- Risk scoring using AI models
- Customer segmentation for personalized offers
- Predictive analytics for payment behavior and churn
- Visual trend analysis with export options
- Dynamic financial dashboards
- Risk scoring using AI models
- Customer segmentation for personalized offers
Hassle-free Way to Begin
We aim to maintain simplicity, directness and promptness.
1
Discovery Call
Lets discuss the problem. Our team will learn more about the needs, challenges and goals of the prospects.
2
Solutions & Budget
Our team will get back to you with suitable solutions along with budget. Project plan with timeline will be provided to track the project.
3
Engagement
A dedicated Team will be assigned to the project. Team will continuously engaged with prospect until the project is launched.
4
Maintenance
Our after launch support service will help customers to run their business smoothly. We remain standby for any upfront issues.
Benefits of the Web Application in today’s technology driven world.
Greater Customer Reach
Digital platforms allow you to serve customers from any location, without being tied to physical branches or fixed office hours. This flexibility improves accessibility and widens your potential customer base.
Faster Processes
With automated steps in place, tasks that once took days can now be completed in minutes. This saves time for both teams and customers.
Real-Time Access to Information
Customers and staff can check loan status, account balances, and transaction history anytime. Information is always up to date and easy to retrieve.
Better Decision-Making
With built-in tools and smart reporting, teams can track customer behavior, spot trends, and assess risks early. This helps guide smarter, more confident decisions.
Built-In Compliance and Security
Our systems are designed to meet industry regulations and maintain data privacy. Features such as secure login, encrypted records, and role-based access help protect sensitive data.
Better Customer Experience
The right digital platform makes things easier for your users. From simple dashboards to quick support options, customers enjoy a smooth and friendly experience.
Less Manual Work for Staff
Automated workflows, alerts, and document tracking mean teams can focus on meaningful tasks instead of chasing paperwork.
Better Visibility and Reporting
Track everything in one place with built-in dashboards and exportable reports. This helps leadership teams stay informed and make decisions faster.
Book a Free Consultation
Consultation serves as a potent tool for gaining deeper insights into the challenges your business encounters. At Brevity, we assist our clients in pinpointing these pain points and devising effective solutions to mitigate their impact.
Book a Free ConsultationBest Practices Employed by Brevity
How does Brevity assist its customers in developing top-notch software solutions?
1
Comprehensive understanding of requirements
Brevity collaborates with various stakeholders to gather all necessary information. We conduct extensive research on clients' needs, constraints, objectives, and challenges.
2
Thorough documentation through various phases
Documentation ensures clarity, consistency, and accountability throughout the project lifecycle, facilitating effective communication, collaboration, and decision-making among project stakeholders
3
Best User Experience/User Interface Practice
Brevity's innovative UX/UI team stays abreast of the latest design trends and platforms to achieve intuitive, visually appealing, and optimized user engagement.
4
Effective Coding Standard Practice
Developers at Brevity adhere to the best coding standard practices to ensure the creation of clean, maintainable, and efficient code. This commitment enhances code quality, readability, and fosters collaboration among team members.
5
Structured Process
Throughout the project, effective communication, collaboration, and stakeholder engagement are crucial, alongside flexibility and adaptability to handle changes. Brevity manages this complexity with a streamlined and structured approach.
6
Quality Assurance
Utilizing both manual and automated testing is best practice for maintaining project quality assurance. This strategy ensures product quality, enhances performance, and contributes to the project's long-term success.
7
Maintenance & Support
Despite meticulous coding and quality assurance, real-time implementation often reveals corner cases involving infrastructure, data, or business rules. We prioritize swift post-launch support to efficiently address any such issues.
8
Transparency
Transparency is pivotal for strong relationships. Brevity emphasizes clear communication, transparent terms, managing expectations, regular updates, comprehensive documentation, feedback, and confidentiality to achieve this aspect.
9
Maintaining Client Retention
Clients are invaluable assets, and retaining them is crucial. Brevity maintains a remarkably high client retention ratio by consistently meeting their needs and keeping them informed about relevant industry technology trends.
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Q
It usually takes 6 to 10 weeks depending on features, integrations, and security needs. After a quick discovery session, we provide a timeline that fits your requirements.
Yes. We can build modular tools to digitize specific areas such as loan applications, client onboarding, or policy management without replacing your entire setup.
Absolutely! All our platforms follow strict security protocols, including encrypted data, secure authentication, and compliance with local privacy laws.
Yes. We design with simplicity and clarity in mind, especially for non-technical users. Every screen is tested for accessibility and ease of use.
Yes. Brevity adds AI features only where they help, such as automated reminders, smart document classification, or personalized customer alerts.
Want to Scale
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CANADA
30 Eglinton Ave W Mississauga, Ontario L5R 3E7
INDIA
3rd floor Purusharth Plaza, Amin Marg, Rajkot, Gujarat. 360002
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