Bridgewell Financial Client Onboarding Portal

Bridgewell Financial seeks to enhance its client experience by developing a custom onboarding portal designed to streamline the setup of group benefits plans for companies. The current onboarding process is manual and time-consuming, leading to potential delays and client dissatisfaction. The goal of this project is to create an intuitive, user-friendly portal that automates the initial setup process, reduces administrative overhead, and improves client satisfaction. The portal should allow clients to easily input necessary information, select plan options, and receive immediate feedback on their submissions. This project provides an opportunity for learners to apply their knowledge of web development, user experience design, and project management. The tasks involved include designing the user interface, developing the backend functionality, and testing the portal for usability and efficiency.

Document Data Extraction and Summarization Tool

Bridgewell Financial seeks to develop a software tool that efficiently extracts key data points from documents such as PDFs and Word files. The goal is to convert this extracted data into a concise, templated summary document and an online version. This tool will help streamline the process of summarizing similar documents into a standardized format, enhancing consistency and accessibility. The project will involve designing an algorithm capable of identifying and extracting relevant information, followed by the creation of a user-friendly interface for generating summaries. The tool should be able to handle various document formats and ensure accurate data extraction. By completing this project, learners will apply their knowledge of software development, data processing, and user interface design to create a practical solution for document management.