hellobaton.com Open in urlscan Pro
50.62.172.93  Public Scan

Form analysis
0 forms found in the DOM

Text Content

Skip to content
 * Product
   * Overview
   * Integrations
 * Solutions
   * Software Implementation Management
   * Client Onboarding
   * Professional Services Automation
 * Pricing
 * Resources
   * Customer Success Stories
   * Product Updates
   * Blog
   * E-Books
   * Videos
 * About Us

Menu
 * Product
   * Overview
   * Integrations
 * Solutions
   * Software Implementation Management
   * Client Onboarding
   * Professional Services Automation
 * Pricing
 * Resources
   * Customer Success Stories
   * Product Updates
   * Blog
   * E-Books
   * Videos
 * About Us

Login
Try it Free
 * Product
   * Overview
   * Integrations
 * Solutions
   * Software Implementation Management
   * Client Onboarding
   * Professional Services Automation
 * Pricing
 * Resources
   * Customer Success Stories
   * Product Updates
   * Blog
   * E-Books
   * Videos
 * About Us

Menu
 * Product
   * Overview
   * Integrations
 * Solutions
   * Software Implementation Management
   * Client Onboarding
   * Professional Services Automation
 * Pricing
 * Resources
   * Customer Success Stories
   * Product Updates
   * Blog
   * E-Books
   * Videos
 * About Us

Login
Try it Free
 * Product
 * Solutions
 * Resources
 * About Us


CUSTOMER SUCCESS & IMPLEMENTATION


FINTECH LEADER, BUILT, SELECTS BATON TO STREAMLINE IMPLEMENTATIONS

February 3, 2023

“When looking for a tool to support Built’s Implementation team it was important
to find something that not only works for Built but also for our clients. In
addition we wanted a way to have transparency to all implementation projects in
flight. Baton provides this and so much more.”

– Joseph Moon, Implementation Manager


COMMITTED TO ADDING NEW LEVELS OF EFFICIENCY TO THE CONSTRUCTION FINANCE
INDUSTRY, BUILT LEVERAGES BATON TO HEIGHTEN CLIENT ENGAGEMENT DURING ONBOARDING.

Construction lenders and builders rely on Built to accelerate the payment
process. The solution connects everyone in the construction ecosystem; the
lenders, their customers, builders, borrowers, inspectors and title companies,
in one centralized location. As a leader in the FinTech industry, Built strives
to empower the construction finance industry with innovative tools to facilitate
better decision making, risk mitigation and process standardization.


BUSINESS CHALLENGE

Always looking for ways to improve processes and maximize efficiency, a top
priority for Built’s implementation team is ensuring they deliver value from the
moment Sales hands off the project. Their team assists clients with their entire
in-progress construction loan portfolio; how they move loans into a closed state
when construction begins, how they do inspections and draws on properties, and
more.

When searching for an implementation solution, Built evaluated various tools
that lacked real-time visibility into the project plan and required added manual
work, like exporting the project into an Excel document or a PDF before sharing
it with the client.

“Before Baton, there were two or three extra steps with each client update. They
had to export, then make sure it’s accurate, and then send it over. And if
anyone made any changes, they’d have to do that all over again. That extra work
is eliminated with Baton.”


HIGHLIGHTS

To streamline the implementation process, Built adopted Baton’s Implementation
Management Software (IMS). Baton has helped their team move away from overly
complex project management tools and embrace a more agile client onboarding
experience.

Working with Baton provides Built:

Flexible workflows – Tailored workflows allow Built’s implementation managers to
complete multiple tasks in parallel and work ‘out of chronological order’ as
needed.

Real-time transparency – Baton’s “Client Presentation Mode,” provides a curated
view of the project with a “live space” for real-time client collaboration.

SOC 2 compliance – Best-in-class security makes Baton the safest IMS option for
Built’s banking customers who operate in a highly regulated industry.


BENEFITS

‍Process standardization – Standardized project templates help Built increase
efficiency and precisely communicate what each client needs to work on.

‍Improved analytics & forecasting – Project insights help Built identify
bottlenecks in workflows and evaluate resource needs across their portfolio.

Increased client engagement metrics – Baton has been well-received by Built’s
clients in an industry where outdated technologies aren’t rare.

“Visibility from the client’s perspective has been the biggest win with Baton,
because they can now see all of these things that we are working towards and
understand what’s expected of them. We like providing visibility and allowing
clients to plan further in advance, while also allowing us to spend less time on
the administrative tasks that we’d have to do with other project management
tools. Baton allows us to focus on the things that our implementation managers
do best, like driving solutions and being a Built product expert.”


KEEP READING


THE IMPORTANCE OF TIME TRACKING IN STREAMLINING CLIENT ONBOARDING

November 14, 2023


MAXIMIZING EFFICIENCY: THE CASE FOR A SINGLE PURPOSE-BUILT SOFTWARE
IMPLEMENTATION SOLUTION

November 9, 2023


BATON UNVEILS POWERFUL NATIVE FORMS FEATURE FOR SEAMLESS DATA COLLECTION AND
COLLABORATION

November 2, 2023


THE CRUCIAL ROLE OF PROJECT DISCOVERY IN SOFTWARE IMPLEMENTATION AND CLIENT
ONBOARDING

October 24, 2023
 * Product
 * Solutions
   * Software Implementation Management
   * Client Onboarding
   * Professional Services Automation
 * Pricing
 * Resources
 * Integrations
 * About Us

 * Product
 * Solutions
   * Software Implementation Management
   * Client Onboarding
   * Professional Services Automation
 * Pricing
 * Resources
 * Integrations
 * About Us

Baton believes that the value of any software rests within the user experience,
and that its lifetime value can far exceed its cost, when thoughtfully and
properly implemented.

Start Risk-free Trial
Login
Twitter Linkedin Facebook Instagram

Terms & Conditions

•

Privacy Policy

•

Security & Compliance

© 2023 Baton Technologies, Inc.