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Client-Business-Goal

Client’s Business Goals

The client was in search for 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.

 

Key Challenges

The client was finding it difficult to manage different products that came a range of providers. They found it challenging to interface with the providers, 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.

Our Approach

The entire project has been managed with an Agile methodology. We have worked with the client through a turnkey model for development, taking requirements in the form of separate modules. We first discussed the requirements with the client and then provided them with the best approach to fulfill those requirements. We offered an estimation of the final scope of work and started off development work.

Our Solution

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.

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

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

Credit score calculations

Investment details

Integration with trusted providers

User rights, permissions, and authentication

Screens

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Technologies & Tools

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

Our Process

Research-icon
  Research/Analysis

Our detailed and accurate research, analysis, and refinement leads to a comprehensive study that describes the requirements, functions, and roles in a transparent manner.

Design_icon
  Design

We have a team of creative design experts who are apt at producing sleek designs of the system components with modernized layouts.

Code_icon
  Coding

Our programmers are well versed with latest programming languages, tools, and techniques to effectively interpret the analysis and design into code.

Testing
  Testing

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.

Launch_icon
  Launch

We have well-defined, robust, and secure launch criteria that offer us a successful implementation clubbed with detailed testing, customer acceptance, and satisfaction.

Business Benefits

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

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