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App For Financial Advisors
/ The engagement
The client desired an app that empowers their decision-making abilities and profile management.
The client is a front-runner in financial services offering loans and mortgages. They have presence in over 500 cities and more than 2300 branches. They offer services such as finances for SMEs, home loans, micro finance, business loans, loans against…
/ About the client
Who we built this for.
The client is a front-runner in financial services offering loans and mortgages. They have presence in over 500 cities and more than 2300 branches. They offer services such as finances for SMEs, home loans, micro finance, business loans, loans against property, capital market finance, construction finance, and many more. The client approached Brainvire to acquire a solution that helps manage financial profiles of their clientele and improve decision-making.
/ What stood in the way
Four challenges, engineered through.
Select a challenge to see how it shaped the build.
/01Unified App for All Platforms→
/02Acquire Customer Information→
/03Track User Behavior→
/04Boosts Performance→
Unified App for All Platforms
It is difficult to develop different apps for different platforms.
Acquire Customer Information
It was tricky to acquire all the customer information in a concise form.
Track User Behavior
User behavior can provide several insights. Earlier, the client failed to acquire these insights.
Boosts Performance
The client wanted to improve business performance.
/ The results
What changed.
A single applicationThe Franchise and RM users of the firm handle transactions, funds, and stocks from a single app.
Quicker and reliable decisionsThe app allows you to make important decisions pertaining to buying and selling on behalf of their clients. This app helps you to manage multiple clients simultaneously and efficiently.
Detailed portfolioThe team designed an app that provides a detailed portfolio view highlighting all minute details, transaction activities in a graphical or statistical form.
Shares market trendsThe app provides the latest market trends to track commodity, equity, mutual funds, and currencies and from a single destination.
/ Related work
