Cross-Platform App Ensured One-Point Data for IIFL

Our developers built a platform and device-friendly app that helped the stakeholders to track all crucial data in one place.

Cross-Platform App Ensured One-Point Data for IIFL
Cross-Platform App Ensured One-Point Data for IIFL

About Project

The client wanted an app to facilitate brokers, franchisees, and their relationship managers to manage customers’ investments in equity, commodities, mutual funds, and currencies. In addition, IIFL wanted their app to be a single platform that helps the RMs cater to all their customers’ needs.

What we did

We built a cross-platform application that functioned effortlessly on desktop, tablet, and mobile. Moreover, the app was readily available on Play Store and App Store. Additionally, we created a dashboard that allows the stakeholders to access all crucial customer and market data in one place. For this, we made several third-party integrations, including AppsFlyer and CleverTap, to track Finance Data Analytics and customer lifecycle, respectively.

Tech Stack

  • Angular
    Angular
  • Azure cloud
    Azure cloud
  • CleverTap
    CleverTap
  • ionic
    ionic
  • MS SQL
    MS SQL
  • Zoho
    Zoho

Features

Features

01

Easier Management of Funds The cross-platform app aided the franchisees and IIFL’s relationship managers in managing the funds and stocks of the investors efficiently.

Feature

Highlights

Our developers used the Ionic technology to significantly reduce the time-consuming work of making the application available across devices and platforms. In addition, we made third-party integrations to cull out crucial user-behavior data and manage the customer lifecycle. We further created an advanced dashboard that helped the financial advisors and other stakeholders access all the clients’ vital information and market trends in one place. The dashboard also provided insights that acted as guiding steps for financial advisors to fuel their future revenue.

Client Testimonials

Vaibhav Gupta
quote icon
If any urgent needs arise, I can count on them to take care of things. Their deliverables are reliable thanks to vigorous QA testing. They are communicative, flexible, and willing to evolve to meet changing needs.
Vaibhav Gupta
Manager - IIFL
Powered by Clutch
Clutch
224 Reviews

They handle all their work with a personal touch, which encourages a continued long-term partnership. Their deliverable are reliable thanks to vigorous QA testing. I would recommend Brainvire to anyone.

Mike Luhtanen
Founder, Creative LLC
5
4 years ago