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
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.
Credit score calculations
Integration with trusted providers
User rights, permissions, and authentication
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