12five Capital

Introduction

From Documentation Deadlock to Financial Freedom: How 12Five Capital Revolutionized Client Support

In financial services, delays in paperwork processing directly impact client cash flow. When 12Five Capital found their team buried in banking business correspondence (BBC) rather than serving clients, they needed a solution that would transform their operations and accelerate financial assistance to businesses who needed it most.

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Paper Paralysis: Understanding the Challenge

12Five Capital provides critical financial support to growing businesses, but their internal processes were creating bottlenecks that undermined their mission:

• Manual calculations and document processing consumed hours of valuable time and introduced the risk of costly errors.
• The approval process involved multiple stakeholders and paper-based tracking, creating delays that directly impacted client funding timelines.
• Without centralized document management, team members struggled to access the information they needed to move client applications forward.
• Financial documentation required meticulous verification and cross-checking, slowing down the entire approval workflow.
• These inefficiencies limited how many clients 12Five Capital could effectively serve, constraining both their impact and their growth.

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Funding the Future: Building an Operational Solution

We partnered with 12Five Capital to create a custom internal operations app that would eliminate paperwork bottlenecks and accelerate their ability to serve clients. Our approach focused on automation, accessibility, and accuracy to transform their BBC management process.

Using Glide, we developed an application that automated complex calculations, eliminating the risk of manual errors and dramatically reducing processing time. The app implemented a streamlined approval workflow that notified stakeholders when their input was needed and tracked the status of each application through the process.

Document management features ensured that all financial paperwork was securely stored and easily accessible to authorized team members, eliminating the delays associated with physical document retrieval. Throughout development, we maintained close collaboration with Ryan and his team, ensuring the final product aligned perfectly with their specific processes and regulatory requirements.

The solution we delivered wasn't just a digital version of their paper process—it was a reimagined workflow that eliminated unnecessary steps and focused on what mattered most: getting funding to clients quickly and accurately.

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Capital Accelerated: The Results

The impact of the internal operations app was immediate and substantial:

• Approval times decreased by an impressive 70%, allowing 12Five Capital to provide faster financial assistance to businesses in need.
• Team productivity increased by 50% as staff were freed from manual calculations and paperwork tracking.
• The streamlined process enabled 12Five Capital to support 35% more clients with the same resources, expanding their impact and growth.
• Error rates in documentation decreased by 90%, eliminating costly mistakes and rework.
• Client satisfaction improved as businesses received funding more quickly and with less paperwork burden.

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Banking on Innovation: The Broader Impact

12Five Capital's transformation demonstrates how targeted technology solutions can revolutionize financial services operations, creating benefits that extend beyond internal efficiency to directly impact client outcomes. By replacing manual processes with automated workflows, we helped 12Five Capital accelerate their funding process while simultaneously improving accuracy and compliance.

Is your organization's growth constrained by manual processes and paperwork bottlenecks? Book a free discovery call with us to discuss how a custom solution could streamline your operations and expand your capacity to serve clients.

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