All work
Financial Services Portal·2026
MINC Financial Services Portal
A full digital ecosystem for a life insurance and financial services firm.
6+
User roles
8
Core modules
100%
Spreadsheets replaced
The challenge
MINC needed one system to replace a patchwork of spreadsheets and disconnected tools — somewhere staff could manage clients and entities, and where every role saw exactly what it should.
Our approach
- Designed a relational schema with a consistent entity numbering system.
- Built granular role-based access control for each staff role.
- Created Client 360 views that pull a client's full history into one screen.
- Unified every transactional email under one branded template system.
- Added inline content editing so the team can update the public site.
The outcome
MINC now runs day-to-day operations through a single secure portal.
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