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.
The main idea was to establish a simple solution allowing people to quickly access various financial products. Moreover;
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.
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.
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.
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.
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.
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.
We developed a web based application which is smooth and efficient right from the start with scalability options for the client.
The use of a platform ensured that the users were able to search, cross-check and even complete the application forms with ease.
The back-office team is also able to process and handle applications with much ease and time efficiency than before, and with minimal errors.
The users appreciate the platform because it is easy to understand, safe, and operates without any glitches.
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