Finance Brokerage Digital Transformation

Background

We were engaged to implement the JETSTREAM Business Process Management Database for a finance brokerage serving the Office Equipment market.

At the outset, the business operated from a bustling office filled with desks piled high with paper files. The environment was characterized by a constant buzz of phone calls, much of it from sales representatives seeking updates on deal approvals and next steps. The lack of centralized information created inefficiencies, duplication, and a general sense of chaos.

Our Solution

Over the following weeks and months, we introduced the JETSTREAM system — a fully integrated digital workflow and database platform. Key features included:

Centralized deal management with digital copies of all related documentation.
Standardized approval processes, with every step recorded for transparency and compliance.
Automated financial calculations ensuring consistency and clarity for bank lenders.
Integrated brokerage calculations for accurate internal accounting.
Automated generation of all required documentation.
Online access for sales representatives to monitor deal progress in real time.

Results and Outcomes

The JETSTREAM implementation proved transformative, delivering a significant return on investment through:

Reduced staffing requirements thanks to streamlined processes.
Minimal paper handling and storage, freeing up office space.
Improved accuracy across all deal documentation.
Stronger relationships with bank lenders through professional, consistent submissions.
Enhanced engagement with sales teams and suppliers due to faster turnaround times.
Broader financial offering, supported by reliable data and process visibility.
Increased flexibility from lenders, reflecting trust in the business's digital systems.

As a direct result, the brokerage achieved over 100% business growth within a relatively short period.

Conclusion

The JETSTREAM platform has enabled the company to evolve from a paper-driven, reactive operation into a digitally enabled, data-driven business.

JETSTREAM is a comprehensive Business Process Management Database Solution designed to bring clarity, efficiency, and scalability — delivering measurable results for organizations ready to modernize their operations.

Digital Solutions Used

Starter Web Site

JETSTREAM - Finance Application Processing