Five tools. One place to work.
Software development
Design consulting
Node.js
Adonis.js
Vue 3
Nuxt 3
PostgreSQL
AWS
Advisors can manage more of their work in one place, with less repeated data entry and fewer handovers between tools. OVB gains a connected foundation for its daily operations.
- Five tools integrated into one platform
- 2,000 daily users
- 20–30% improvement in work efficiency reported in a user survey
- Client details, tasks, and activities in one workspace
Reduced tool switching by bringing client information into one workspace.
Advisors needed information from several systems to serve one client. We connected those sources so more of their daily work could happen in Aero.
The platform brings together client records, internal applications, and available partner data. OVB can add connections as its needs grow, with further partner integrations continuing through the rollout.
Simplified daily client work with meetings and tasks in one place.
Find a client. Plan a meeting. Follow up on a task. Aero puts those everyday actions in one workspace, with the context advisors need to continue.
Client profiles connect with planning, activities, and notifications. Back-office teams manage the information behind them. Each part supports a real job, so the platform can grow without making every user work through every feature.
Made client records faster to find with better search and filtering.
A shared system only helps if people can work with it comfortably. Aero had to support advisors with different habits and levels of confidence with software.
We worked with OVB’s design direction and refined the implementation around daily use. Search and filtering were optimised as data volumes grew, helping advisors find the right records without losing their place in the work.
Made CRM adoption manageable through a phased rollout.
Understand the work
Connect and build
Refine in use
Made client information more dependable by connecting inconsistent records.
The old systems stored information in different ways. We had to make those records work together before advisors could rely on a shared client view.
Some source databases were regularly rebuilt, making changes difficult to track. We created a consolidated data store that could track updates and support consistent records across Aero’s workflows.
"The Outloud team combined strong technical skills with a deep understanding of our business needs.
Their mindset and flexibility made the collaboration feel like working with an extension of our internal team rather than an external supplier."
Helped advisors work more efficiently by bringing five tools together.
The platform continues to evolve, with further integrations and rollout work building on that foundation.