Five tools. One place to work.

Services

Discovery and planning
Software development
Design consulting

Tech stack

TypeScript
Node.js
Adonis.js
Vue 3
Nuxt 3
PostgreSQL
AWS

Client

OVB

Website

Visit website

Capabilities

Type

Internal Systems

OVB is a financial advisory business whose teams were working across disconnected tools. We brought five systems into Aero, a shared CRM for client records, daily tasks, and team collaboration.

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.

Key outcomes

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.

Read less

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.

Read less

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.

Read less

Made CRM adoption manageable through a phased rollout.

We mapped the existing systems, agreed on the core workflows, and built the platform in stages. Feedback from the rollout helped shape what came next.

Discovery & Requirements Alignment

Architecture & MVP Definition

CRM Platform Development

Performance & Data Optimization

Phased Rollout & Expansion

Understand the work

We mapped where information lived and how advisors used it. That gave OVB a clear starting point for bringing the most useful workflows together.

Connect and build

We built the shared data foundation and CRM around OVB’s design, connecting client information, planning, tasks, and supporting services.

Refine in use

We improved filtering, performance, and integrations as teams adopted the platform. The rollout continues as more partner data becomes available.

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.

Read less

"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."

Head of Digital transformation, OVB Allfinanz Slovakia

Marian Pogran

Helped advisors work more efficiently by bringing five tools together.

Aero gives OVB’s advisors one place for more of their daily work. In a user survey, respondents reported a 20–30% improvement in work efficiency compared with the previous system.

The platform continues to evolve, with further integrations and rollout work building on that foundation.

Tools integrated into one platform

2,000

Daily users

20–30%

Improvement in work efficiency reported in a user survey

Five tools. One place to work.

Reduced tool switching by bringing client information into one workspace.

Simplified daily client work with meetings and tasks in one place.

Made client records faster to find with better search and filtering.

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.

Helped advisors work more efficiently by bringing five tools together.

Ask Outloud

What’s on
your mind?