Overview
The Challenge
Everything ran through in-person meetings.
The provider of financial services had to sign new contracts with customers in person, and customers had no real-time access to their funds.
The Solution
A digital onboarding flow and a private customer zone.
We digitalized the onboarding process and contract creation, and built a private online customer zone with a full portfolio overview, backed by a complex integration with the provider of financial services.
Highlights
OnboardingDigital contracts
Onboarding and contract creation without in-person signing
Customer zonePortfolio overview
A private online zone with real-time access to funds
AudienceBuilt for retail
An investment platform aimed at retail customers
IntegrationProvider sync
Complex integration with the provider of financial services
Related
More on how we build for financial services: Fintech software development
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