Revolutionizing RL360° with Digital Solutions

RL360 had a clear vision to improve business efficiency through digital innovation and greater process automation. The primary aims were to speed up the sales process while cutting down the operational costs for the independent sales advisers selling RL360’s products. RL360 wanted to embrace on-screen signatures, electronic forms, document capture, and straight-through processing.

A dedicated intive “Scrum” team, joined by RL360’s in-house dev team, divided the project into two stages:

1) development of an online application process;  

2) tablet app for both Apple and Android users for offline completion of applications, document capturing, and onscreen signatures. 

To speed up development, the project team decided to apply an innovative Microsoft technology called XAMARIN, available at that point only in a prototype Beta version. This unique cross-platform development tool simplifies mobile app creation by allowing developers to build iOS, Android, and Windows with the use of one single C# code that can be then shared across all three mobile platforms. 

The Quantum tablet app boasts a set of sales support features including on-screen signatures, dynamic language change (English, Spanish), the ability to add images captured on the tablet’s camera, certified on screen or selected from the library. The app allows the user to copy duplicate information across the sections and filter and select fund choices. It features multilevel encryption to meet RL360’s strict data protection requirements.