GOALL Agency - Retirement Planning Services
GOALL Agency specializes in retirement planning and financial strategies for individuals aged 50–70. Their teams relied on complex spreadsheets that created inefficiencies and risks when handling sensitive financial data.
CLIENT
GOALL Agency
SERVICE PROVIDED
Web App Development, Process Automation
INDUSTRY
Financial Services
The Challange
GOALL Agency’s retirement planning relied on manual spreadsheet processes that slowed operations, introduced costly errors, and posed risks in handling sensitive financial information.
Scaling the business and maintaining client trust required a robust, secure, and automated solution that could eliminate spreadsheet inefficiencies once and for all.
Our Approach
We began with a deep discovery phase, mapping every user flow and building an interactive prototype. From there, we delivered a secure web application with automated calculations, real-time data management, and a granular permission system.
Two-factor authentication (2FA) was implemented to protect client data, while a client-sharing feature improved collaboration and transparency.
Biermann’s
CEO, GOALL Agency
The Outcome
The custom-built platform completely transformed GOALL’s operations. Spreadsheets were replaced by a central, secure, and automated system, resulting in 100% error elimination and smoother client interactions.
The application enhanced both efficiency and trust, enabling GOALL to focus on delivering transparent, high-quality retirement planning.
Results That Speak for Themselves
Long-term partnerships are built on results, not promises
The Results
100% - reduction in manual errors
2FA - secured access for all users
Real-time - automated calculations
Enhanced - client interaction and trust
