פיננסים · 2024
Finance institution for secure customer portal
A high-security portal with regulation-compliant authentication, an audit log and a real-time portfolio view.
- לקוח
- Investment institution
- ענף
- פיננסים
- משך
- 2 wk
- שנה
- 2024
Investment institution
Finance institution for secure customer portal
- %98Efficiency gain
- 3.2xSales impact
- 4.9/5Customer score
סיכום הפרויקט
מה פתרנו?
A high-security portal with regulation-compliant authentication, an audit log and a real-time portfolio view.
Customers called the centre for portfolio updates; every action had to be traceable.
Each sprint ended with a working slice; decisions were made on data, not guesses. The same model can be adapted to your operation.
קהל יעד: פיננסים teams
יכולות בולטות
מה חיזק את הפרויקט
כל יכולת נקשרה לתוצאת עסק מדידה — מוצר שעובד, לא תצוגה.
Multi-factor authentication was set up
This step feeds the project’s measurable business result — not a showcase feature.
An immutable audit log was added
This step feeds the project’s measurable business result — not a showcase feature.
Portfolio data was served in under a second
This step feeds the project’s measurable business result — not a showcase feature.
WCAG 2.2 AA compliance was achieved
This step feeds the project’s measurable business result — not a showcase feature.
נקודת התחלה
המצב שפגשנו
Customers called the centre for portfolio updates; every action had to be traceable.
גישה
הדרך שלקחנו
- 01
Multi-factor authentication was set up.
- 02
An immutable audit log was added.
- 03
Portfolio data was served in under a second.
- 04
WCAG 2.2 AA compliance was achieved.
תוכנית מסירה
2 wk אבני דרך ברורות בתוך
- 01
Discovery
Stakeholder interviews, current-system review and success metrics.
- 02
Design
User flows, interface prototype and an approved design system.
- 03
Build
Iterative software, integrations and security checks.
- 04
Launch
Go-live, training, metrics dashboard and the first optimisation pass.
תוצאות מוכחות
השפעת הפרויקט במספרים
The work strengthened the sales funnel, operational discipline and executive visibility together. Numbers were watched live; improvements followed a priority matrix.
- Efficiency gain
- %98
- Sales impact
- 3.2x
- Customer score
- 4.9/5
מה נמסר
- Discovery brief and success metrics
- Information architecture and user flows
- Production-ready software delivery
- Integration and API documentation
- Role-based access matrix
- Handover notes and training
טכנולוגיות
- Next.js
- OAuth 2.0
- Audit Log
- Kubernetes
שאלות
שאלות נפוצות
How does the process run on this project?+
We run discovery, design, build and launch with clear milestones. Weekly demos and a written scope check keep the client team aligned.
Which problems does this solve in this industry?+
It targets scattered systems, slow decisions and weak visibility — and delivers measurable speed and control.
Is there support after delivery?+
Yes. After launch we monitor, fix issues and run priority improvement rounds against sales and operations metrics. A care pack is available if you want to continue.
Can you adapt a similar project for us?+
Yes. We adapt this industry experience to your process. A 2-hour discovery call locks scope, timeline and investment range.
עבודות קשורות
פיננסים עוד פרויקטים בענף
Digital credit application and score flow
An end-to-end digital credit flow from application to decision; approval time fell from days to hours.
- Target hit rate
- %99
- Ops gain
- %91
Enterprise risk and compliance reporting platform
A compliance platform that gathers risk indicators, limit breaches and audit evidence on one panel.
- Satisfaction
- %100
- Process speed ↑
- %86
Investor relations and disclosure site
An accessible investor site that publishes financial reports, decks and material disclosures quickly.
- Efficiency gain
- %98
- Sales impact
- 3.2x
Let’s scope this in 2 hours
We will map the bottleneck and leave with a timeline and investment range in the same call.