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Finance and professional services: client trust and faster service

Financial services software development and positioning, so clients share documents securely and get answers without chasing.

For banks, insurers, wealth managers, and law and accounting firms. We plan how you win the right clients, and build the portals, document search and compliance workflows that serve them.

eORB Solutions Inc provides financial services software development and client acquisition strategy for banks, insurers, wealth managers, and law and accounting firms. We build secure client portals, document search that cites its source, compliance workflows logged for audit, and forecasting models measured on your data. Clients get answers faster, and every action can be checked.

Where does client service slow down?

The website says nothing a client can act on

Prospective clients can't tell what you do best, or why to call.

Clients email documents and chase by phone

Sensitive files sit in inboxes, and every status update takes a call.

Staff spend an hour finding the right policy

Answers sit across folders, versions and old emails.

Onboarding and compliance checks are manual

Each file is assembled by hand and is hard to audit.

Forecasting runs on spreadsheets

Models live in individual workbooks and are hard to check.

What does financial services software development include?

  • Positioning and client acquisition

    A clear position, pages that answer what clients ask, credentials shown, and every inquiry followed up.

  • Secure client portal

    Documents, e-signatures, invoices and messages in one place.

  • Document search with sources

    An assistant over your policies and documents that answers with the page it came from, for staff to check.

  • Onboarding and compliance workflows

    Checks built into each step, with every action logged for audit.

  • Forecasting models

    Machine learning models on your data, with accuracy measured against your current method.

Where should a firm start?

Brand and marketingA clear position and credentials clients can act on.Websites and platformsSecure client portals for documents, signatures and invoices.AI assistants and machine learningDocument search with sources, and forecasting models measured on your data.Automation and integrationOnboarding and compliance checks built into each step and logged.

Built for our clients and running today.

Most of our work since 2007 is under NDA. These three we can show.

Flagship delivery · Client under NDA

From impossible to possible: a story rebuilt as a platform people return to.

A subscription platform with an AI guide, a members' community and regional pricing, designed, engineered and launched by eORB.

KwikL · B2B software · United States

KwikL: a sales platform that finds ready buyers.

It reads a company's website, finds the businesses most likely to buy and helps the team reach them. Strategy, brand, product design and engineering by eORB.

Nth Origin · Media technology

Nth Origin: a film studio in the browser.

One place to take a film from first idea to final cut: script, storyboards, takes and master. Identity, product design and platform architecture by eORB.

See all work

Insights.

One business question a day from our team, plus longer notes on selling, brand and the systems behind them.

Latest article

WebGPU or WebGL: what we ship in 2026 and why

WebGPU is in every major browser, WebGL still reaches everyone. How eORB decides per project, with a fallback so no visitor sees a blank box.

Read the articleLatest comparison

Browser 3D vs Unreal Engine vs video for a product launch

Reach, quality, cost and what the customer can do with it. When a configurator in a tab beats a film, when Unreal is worth it, and when video is still right.

Read the comparison

Questions buyers ask

Will an assistant give clients financial or legal advice?
No. Assistants never give regulated financial or legal advice, and they say they are assistants. They answer only from the documents and policies you approve, cite a source for every answer, and pass judgment calls to your staff, with every action logged.
Where is our data held?
In the jurisdiction you require. Data residency is set by jurisdiction before the build starts, and every action in the system is logged for audit. Your data and accounts belong to your firm from the first week, and stay with you if you stop working with us.
How do we know a forecasting model is better than what we have?
We measure it against your current method, on your own data. The measure, and the level a new model must reach, are agreed in writing before we start. You see the results side by side before deciding whether the model replaces the spreadsheet.
Can it connect to our core systems?
Yes. We connect to your core systems, document management and CRM through their official APIs and webhooks. Each connection is previewed and signed off by your team before it goes live, and nothing is replaced unless you decide it should be.
Can we see work you've done for other firms?
Not by name: most of our client work since 2007 is under NDA, the same protection we give you. Instead, we'd rather show you a plan for your firm. That is the Blueprint: a short written plan of what to build, in what order and what it takes, reviewed with you on a call.

Related

Custom machine learning model developmentA model trained on your data for your task, measured against the method you use today.Business process automationOne process, from inquiry to signed engagement, mapped and automated.Healthcare and clinicsPatient portals, scheduling and connected systems for regulated care.

Start with a plan for your firm