• About
  • UI/UX
  • Key Challenges
  • Our Solutions
  • Our Approach
  • Technology
  • Key Results

About Project

IIFL (India Infoline) is a premier financial services company headquartered in Mumbai, India. Founded in 1995, IIFL provides various services, including investment banking, institutional equities, wealth management, and asset management. With over 900 locations across India and international offices in London, New York, Dubai, Hong Kong, and Singapore, IIFL is renowned for its innovative products and has received numerous awards for excellence in the financial services industry.

  • FinTech Industry

    Business
  • Asia Pacific

    Location

Business Goal 

The financial services company offers a comprehensive, secure solution for managing customer portfolios. Their platform enables seamless coordination with advisors and activity tracking. Also, the customers can view their portfolio details and add family members with required verification steps, ensuring a secure and efficient experience for end users.

Project Highlights

  • Wealth Management Solutions
  • Financial Mobile App Development
  • Investment Banking Services
  • Institutional Equities Trading
  • Asset Management Expertise
  • Financial Advisory Support
Portfolio

UI/UX Enhancements

Our solution enhanced UI/UX for banking services by implementing intuitive navigation, responsive design for seamless mobile access, and integrating interactive data visualization. This improved user engagement and efficiency in accessing financial information.
UIUX Enhancement

Key Challenges

Tight Timeline Development

The major challenge is developing web and mobile versions within a short timeline.

Responsive Design Iterations

We needed to ensure design responsiveness, mobile app design, and handling feedback iterations.

Feature Implementation R&D

The challenge involved R&D for development to implement features like custom PDF generation and chart plotting.

System Inefficiency

Our team had to enhance technical and functional aspects to boost system efficiency.

Our Solutions

Tailored solutions crafted for a prominent finance company meet each customer's unique needs precisely and effectively.
Comprehensive Solution Implementation and User-Centric Design Enhancement

Comprehensive Solution Implementation and User-Centric Design Enhancement

Our team was intent on understanding the requirements and implementing solutions to meet their expectations within the given timeline. Our efforts included enhancing system efficiency, integrating advanced features, and ensuring a seamless user experience. We delivered a robust and efficient solution by focusing on technical precision and functional improvements.

Security Enhancement and Seamless Advisor Interaction Integration

Security Enhancement and Seamless Advisor Interaction Integration

Our full-time team meets the expectations, providing design suggestions to enhance system reliability and user-friendliness from the customer’s perspective. Our experts focus on technical improvements, seamless functionality, and intuitive design to ensure a superior user experience. We also implemented robust security measures to safeguard customer data and streamline advisor interactions.

Proactive Research and Development for Efficient Project Execution

Proactive Research and Development for Efficient Project Execution

We initiated R&D in the project’s early stages to preempt delays in subsequent development phases. Our team’s proactive approach ensures thorough exploration of technical solutions, laying a robust foundation for efficient implementation and minimizing risks associated with future enhancements.

Technical and Functional Enhancement with Scalability Assurance

Technical and Functional Enhancement with Scalability Assurance

Our team tackled technical and functional enhancements, including backend integrations and robust security management. We designed the system to accommodate future feature additions seamlessly, ensuring scalability without obstacles.

Our Approach

Our team successfully implemented these strategies to enable the FinTech app to achieve the website’s intended objectives.

Security

Security

Developed a secure mobile platform and app for customers to access detailed asset info, verifying PAN and client codes.
Integration

Integration

Enabled customers to view account details across segments, add family members, and specify relationships.
Dashboard

Dashboard

Provided a portfolio dashboard with comprehensive investment details like mutual funds, bonds, and equity.
Customization

Customization

Implemented PDF generation based on customer inputs and managed family members with highlighted relationships.

Technology Stack

Front-end Techs

ionic

ionic

Angular

Angular

Back-end Techs

ionic

ionic

Angular

Angular

Server

ionic

ionic

Angular

Angular

Database

ionic

ionic

Angular

Angular

Cloud

ionic

ionic

Angular

Angular

Project Management

ionic

ionic

Angular

Angular

Key Results

  • Timely Project Management

    The company’s support, including onsite work and timely meetings, met project deadlines.
  • Efficient Completion

    We completed the project within the specified timeline, incorporating feedback and design suggestions.
  • Complex Implementations

    Successfully achieved complex implementations as per requirements within the given timeline.
  • Seamless Feature Integration

    More features were implemented in subsequent project stages without blocking existing features.
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