Industry
Financial Services
Technologies
.NET Core, React, Azure, SQL Server
About Our Client
Our client is a leading financial services provider with operations across North America. They offer investment management, wealth advisory, and retirement planning services to individual and institutional clients, serving over 10,000 active accounts.
Challenge
The client faced challenges in managing client communications, document sharing, and account visibility across multiple channels. Their existing systems were fragmented, requiring clients to call or email for updates, which resulted in inefficiencies, delayed responses, and lower customer satisfaction. They wanted to launch a secure, centralized client portal that would improve service transparency, automate key workflows, and enhance client experience.
Solution
Our team designed and developed a robust client portal tailored to the needs of financial services users. After a thorough business analysis phase, we defined detailed requirements and mapped user journeys.
We delivered a responsive web portal with:
- Secure account access and multi-factor authentication
- Real-time portfolio and account performance dashboards
- Digital document sharing with e-signature support
- Automated appointment scheduling and reminders
- Secure messaging between clients and advisors
- Customizable notifications for key account activities
The portal was seamlessly integrated with the client’s CRM, portfolio management system, and document management platform. We also implemented role-based access control to ensure data security and compliance with financial regulations.
Results
The new client portal significantly improved operational efficiency and elevated client satisfaction. Within the first six months of launch:
- Over 80% of clients adopted the portal
- Call center inquiries dropped by 45%
- Client engagement metrics (logins, downloads, messages) increased by 60%
- The client reported faster service delivery and stronger client retention
Technologies and Tools
.NET Core, React, Microsoft Azure, SQL Server, Azure Active Directory, DocuSign API
