Web Application Development for a Finance Product Firm
Our client is from the USA, and thus, he owns the finance industry, which is very popular in the USA. They needed to build an effective software system that would help to optimize their financial processes and increase performance. They contacted us to develop custom software that would fit their requirements and needs.
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Industry
Finance -
Country
USA
Technologies
ASP.Net Core
Angular
MS SQL Server
Years In Business
Projects Delivered
Happy Clients
Countries Served
Client’s Business Goals
The main idea was to establish a simple solution allowing people to quickly access various financial products. Moreover;
- The goal was to make it simple for users to compare options and pick the one that works best for them.
- They needed a way for users to apply for these products directly through the platform.
- The platform was required to make sure every application reached the correct banks without any intermediate touch.
Business Challenges
Keeping Financial Product Data Updated
The client said that it was a challenge to keep the information on their financial product current and accurate. Given the proliferation of many products to deal with, it was important that these details were accurately maintained.
Managing a High Number of Applications
There were issues on how they could handle numerous apps from the users. They required a system that could manage these swiftly and with no problems at all.
Connecting the Portal with Backend Systems
Ensuring that integration and compatibility of the portal with back end systems was probably one of the biggest challenges. They wished that all the functions starting from the users applying throughout sending the applications to the banks should function with no concerns.
Technical Solution
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Agile Development Process
We worked under an Agile development model to reduce the level of rigidity while enhancing the rate of delivery. The given approach helped to focus on the number of completed works and allowed responding to the client’s requirements and managing reports throughout the project.
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Main Web Portal for Users
To achieve this, we designed the web portal, which provided the users with capabilities to browse through various products and to apply for specific product offering of the financial institutions. That process was made rather easy for end users with the help of this portal.
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Admin Portal for Back-Office Teams
For the sake of assisting the client to run several operations, we created an admin portal. This was able to effectively enable back-office teams to manage the firm’s financial products, users’ applications and platforms settings.
Project Glimpse
Key Features
Product Listing & Filtering
Product Comparison
Product Details & Documentation
User Signup/Login
Application Status Tracking
Product & Category Management
Application Field Configuration
SEO Management
Product Enable/Disable & Sponsorship
Newsletter & Email Marketing
Invoice Generation
Role-Based Access Control
Application Data Management
Results
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01.
Easy-to-Use, Scalable Web Application
We developed a web based application which is smooth and efficient right from the start with scalability options for the client.
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02.
Simplified Application Process for Users
The use of a platform ensured that the users were able to search, cross-check and even complete the application forms with ease.
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03.
More Efficient for the Back-Office Team
The back-office team is also able to process and handle applications with much ease and time efficiency than before, and with minimal errors.
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04.
Better User Experience
The users appreciate the platform because it is easy to understand, safe, and operates without any glitches.
Let’s get in touch!
India
SPEC House, Parth Complex, Near Swastik Cross Roads, Navarangpura, Ahmedabad 380009, INDIA.
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+91-79-26404031, 32-33-34 -
[email protected]
