Our Solution
Our solution was in the form of a web and mobile application to provide financial advisory and consulting services to our client.
Brief Note
The application enabled online mutual fund transactions for the users along with facilitating them for online tax filing and e-will. The users were assisted in their financial journey by the robo advisory integrated into the application that provided financial risk assessment services, personalized financial plans, and expert guidance to help meet their financial goals. After developing the above functionalities, the organization was able to optimize their business practices through the adoption of a complete paperless digital process.
Brief Note
The platform is ISO 27001 Information security grade compliant providing the sense of security for the customers. Was approved.by the local stock exchange for data security.
Customer Benefits
The application has more than 5,000 mutual funds for the users, with more than 40 Asset management companies providing their 100% paperless investment advisory and support services.
The application has more than 5,000 mutual funds for the users, with more than 40 Asset management companies providing their 100% paperless investment advisory and support services.
Categories
- Digital Transformation
The Use Case
- A user (new technician) is trained to perform a virtual functional leak test using XR Technology.
The Requirement
- The requirement was to build an online do-it-yourself platform for use by their financial experts and service providers instead of in-person meeting with potential clients.
