As a Fintech Software Developer and Workflow Automation Specialist, I transform challenges in the financial services industry into innovative technology solutions. With a deep understanding of the mortgage and business credit sectors, I focus on your specific needs to create custom software that drives efficiency and growth.
I believe, as Steve Jobs said, "You've got to start with the customer experience and work backwards to the technology." Guided by this philosophy, I prioritize understanding your unique requirements before crafting solutions that seamlessly integrate into your operations.
By designing bespoke CRM systems and automating workflows, I help you reclaim valuable time to focus on what matters most: your vision and your clients. Committed to staying at the forefront of technological advancements in the financial sector, I provide solutions that are not just current but future-ready.
Every problem is an opportunity to innovate. Ready to elevate your business? Let's connect and make it happen!
Finmo Integration & Automation for Mortgage brokerages
CRM Customization and automation for financial service businesses
E-Signature Templates for Compliance and Bank Approvals
Google Workspace Automation
Master of Science in Computer Science specializing in Computational Finance. Worked with Canadian startups to develop and deploy cutting-edge solutions as part of industry and academic research.
Worked as an Associate Consultant in the Digital Transformation team, focusing on design and development of digital solutions to transform business processes for clients in the financial services industry.
Worked as Data Developer to design and implement data analytics solutions for executives to help them better understand business profitability and operational efficiency and make data-driven decisions.
Worked as fractional CTO and designed a custom CRM solution on Pipedrive using Webhooks and REST API to automate case document management between the CRM system and Google Drive (storage solution).
(Highly esteemed Mortgage Broker based in Montreal)
Japjeet played a key role in improving our operations by setting up e-sign templates and automating important processes. He seamlessly integrated our email, CRM, Mortgage management system (Finmo), and cloud storage, making our internal workflow much smoother. Japjeet was always accessible—just a call or message away—and responded quickly, ensuring the project ran efficiently from start to finish.
(Founder and president at Shaffer Capital, a growing commercial loan brokerage in Montreal)
Japjeet was instrumental in setting up our Pipedrive CRM, customizing it to fit the complexities of our business. He also developed automations that seamlessly created case files and organized documents in Google Drive, with smooth API and webhook integration between Pipedrive and Google Drive. His work eliminated many tedious tasks, saving us valuable time and streamlining our operations. Japjeet was always responsive, professional, and ready to assist whenever needed.
(Founder of Sats Capital, a tech startup in domain of cryptocurrency payments and rewards)
Japjeet played a key role in helping our Bitcoin payments startup with data analysis. He extracted blockchain data directly from the Bitcoin network, providing valuable insights into transaction patterns and the effects of second-layer networks on mining fees. His work brought clarity to complex data, driving more informed decisions for our business.
japjeet.canada1@gmail.com
Winnipeg, MB, Canada
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