Start a conversation A completed form can still leave staff chasing documents, correcting mismatched records and explaining an unclear status. Xivic helps financial-services teams redesign that work across the customer experience, application software and internal systems.
Financial-advisory experience
CFGI advises finance leaders and private capital firms across a broad range of business needs. Xivic redesigned its homepage and navigation and built dedicated Private Capital and AI in Finance pages, giving those priorities a stronger presence on the website.
Explore the CFGI workHomepage, navigation and two service pages. Launched May 2026.
Trace one application from submission to the next authorized decision. Identify the documents, record matches and status changes staff must reconstruct, then separate interface problems from validation and integration failures. We design the workflow and build the connections needed to prepare a reviewable record. Access, exception handling and decision ownership belong in the scope from the start. Evaluate the release against missing-information requests and the staff effort required to move a record forward.
Choose one application type and map it through the first authorized review. Use anonymized records to test a complete submission, a document resubmission, a duplicate applicant and a failed system update. Define which source owns each status and who resolves exceptions before adding automation. Evaluate preparation time and missing-information requests while keeping approval decisions with the authorized team.
Make document requirements, saved progress and application status understandable. Test the complete journey, including customers returning with missing information.
Define the customer and application record of reference, then connect status updates and supporting documents without hiding mismatches from reviewers.
Map critical customer journeys and system dependencies before upgrading the platform. Plan migration and regression testing around existing accounts and records.
Build application and review tools with clear statuses, permissions and exception paths.
Move documents and application data between approved systems with validation and visible failures.
Bring an anonymized application journey and the systems it touches. We will identify what customers can provide once and what staff still need to review.