The client is a leading Indian private sector conglomerate engaged in the providing brokerage services and portfolio management services (PMS) to its clients.
The client faced challenges in the following areas:
Keeping the business challenges in mind, we proposed a native mobile app for iPhone and Android platform with the following features:
My Money: Snapshot of all the finances consolidated in a single screen
My Wallet: Categorize and add the expenses seamlessly on the go
Expense Manager: All the transactions automatically categorized and visualized via an interactive pie chart
Investment Tracker: Track all the investments such as Mutual Funds and Equity in a single place
We also developed an omni-channel platform interface that connects multiple backend systems to multiple access channels.
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