Use Case 1
About the Company
Platform and Service Provider for Personal Financial Advice and Financial Planning and a
technology centric market place for personal finance and Service Provider for Personal Financial
Advice and Financial Planning.
Problem Statement
- The company had just evolved from a B to C model to a B to B model with a huge potential to
grow
- Time to market was the biggest force
- The design should accommodate various interfaces securely and elegantly and it should also
scale for future interfaces
- It should have an open architecture
- The design should be based on service-oriented architecture so that the components are
highly cohesive and loosely coupled
Solution Implementation
We developed and implemented a fully functional automated process for wealth management for high
network individualsHigh degree of functional / product roadmap ownership
- High degree of functional / product roadmap ownership
- Product Development
- State of the art UI for new applications
- Delivered Multiple Apps in 4 months
- Client Portal, Partner Portal
- Service Portal, Form Printing
- Mobile Financial Planning Tool
- Bi-Weekly Production Updates
- Production and support
- Complete responsibility including
- Infrastructure decisions, hosting and engagement with other vendors
- Production support: L1, L2, L3