The Story

The client needed an upgrade to their investment platform to better serve users and stakeholders. Their goal was to onboard clients onto a seamless platform that would improve user experience while addressing performance and functionality gaps.

The client is a Swedish Fintech company offering innovative, secure investment tools and services, specializing in Private Banking, Wealth Advisory, and Asset Management, helping clients make informed financial decisions.

Abhay

Head of Mobile Development

The challenge

• > Reverse-engineering existing code, integrating third-party tools, and updating documentation.

• > Implementing frontend improvements, validating and localizing views.

• > Rationalizing product features and addressing bugs.

• > Notification Service and NordNet Linking service to be added.

The solution

The team adopted a collaborative, multifaceted approach. They deciphered complex code, configured third-party tools for local integration, and updated project documentation. The frontend was enhanced for better user experience, with features validated and localized. They rationalized the platform, streamlined its functionality, and swiftly addressed bugs. The Notification Service and NordNet Linking service were implemented, and CRM tool links to COB were created to ensure seamless operations.

The outcome

The project was successfully completed with all features delivered on time. The team met nearly all milestones and ensured alignment with user needs through continuous stakeholder feedback. The platform’s capabilities were significantly improved, enhancing its robustness, user-friendliness, and adaptability to the financial tech landscape. The client was highly satisfied with the progress and results.

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