Go Green One tree
One life
Trees
Loading...

Project Overview

The project is for a client who is a popular marketing and financial analytical firm that is a single-stop shop for consumer financial services and a comprehensive IT service provider. They innovate through technology and create smarter experiences for their consumers. They ideate, plan, produce, and run content assets and campaigns to create the optimal customer journey. They offer digital solutions powered by knowledge & creativity.

The client was in search of a unified portal that can offer different financial solutions through a single portal. They want users to have multiple quote options to compare and eventually choose from, based on personal finance needs at every point in time.

The client was finding it difficult to manage different products that came from a range of providers. They found it challenging to interface with the providers, and compile and share the quotes so that users could focus on making informed choices. Users were unable to measure users/traffic pushed to them. They were not getting quality lead data to offer an ideal financial solution for users.

SPEC INDIA has come up with a comprehensive and unified aggregator website portal that showcases all possible options under a single portal. It offers users the ability to compare prices of financial products from different providers.

Key Components of Software Solution

  • Individual loans/business loans comparison
  • Savings applications (Individual, Children)
    • Product details and listing
    • Calculator
    • Application form
  • Payday/Quick/Personal loan applications
  • Fixed deposit accounts/personal savings
  • SME/sole trader business loans
web-portal-screen1

Core Features of the Financial Website Portal

It refers to different financial applications that belong to various categories like loans, savings applications, investments, insurance, pension, health products, credit score checking etc. There is a back office portal also, that is meant to manage products. The application showcases details of a provider, product category, product details, launch a new product, or remove existing products.

Key Inclusions

Credit score calculations

Investment details

Integration with trusted providers

User rights, permissions, and authentication

Screens

Technologies And Platform We Use

.NET-Logo
.NET Core
Angular-Logo
Angular
MS-SQL-Logo
SQL Server
Git-logo
Git

Business Benefits of our Financial Website Portal

The business gained the following benefits from our project solution

Access to all types of financial products in a single portal

Easy comparison of products

Up-to-date information with a detailed comparison

Instant availability to multiple quote options

Informed and smart financial decisions

Simple, secure, and convenient transactions

Faster and effective transaction processing

Effortless monitoring of activities

Let’s get in touch!