The business goal of this client was to provide all financial products on their portal, allowing users to apply for any type of financial product and then forward those applications to the respective banks through the same portal.
The major challenge was managing the data for all the products, keeping it up-to-date, and handling all the applications submitted by the clients.
To achieve accurate outcomes, we suggested them to adopt an Agile process. Additionally, we recommended creating a separate Admin portal to manage all the products and other processes alongside the main web portal.
We developed a web application using Angular to provide all data and services to the end user. Additionally, there is a separate web application called the Admin Portal for admin users, which is used by the client’s back-office team to manage the entire platform.
Create and manage supported product categories and supported banks.
Create and manage finance products, categorizing them by both type and bank
Map product requirements and necessary documentation.
Configure additional requirement fields for products with special application form needs.
Manage SEO settings during product creation.
Enable or disable products as needed.
Manage configurations for sponsored products.
View all application data on the portal, Request additional information or documents from end users, if necessary.
Manage newsletters and subscription lists to send periodic marketing emails to interested users.
Generate automated monthly invoices and send them to banks based on the application traffic generated by the web portal.
Allow the admin to create manual invoices when necessary and Manage the receipts for all payments.
Manage user roles and permissions, overseeing all admin portal users and their respective access levels on the admin portal.
Category wise product listing and filter products and compare different products with each other.
View full details of any product.
Signup and login to access the customer portal.
Users can view their active/inactive applications with the accurate status.
Users will receive in-app notifications on the web portal as well as email notifications for every important update.
Our detailed and accurate research, analysis, and refinement leads to a comprehensive study that describes the requirements, functions, and roles in a transparent manner.
We have a team of creative design experts who are apt at producing sleek designs of the system components with modernized layouts.
Our programmers are well versed with latest programming languages, tools, and techniques to effectively interpret the analysis and design into code.
Quality is at the helm of our projects. We leave no stone unturned in ensuring superior excellence and assurance in all our solutions and services.
We have well-defined, robust, and secure launch criteria that offer us a successful implementation clubbed with detailed testing, customer acceptance, and satisfaction.
A convenient way to search and compare any financial product.
Faster and effective way to apply any product.
Access your application data at anytime, anywhere.
Data consistency, optimization, and scalability.
Simple, secure, and convenient operations.
User-friendly and easy to use.
Efficient management of bulk data.