Finance · 2024
Finance institution for secure customer portal
A high-security portal with regulation-compliant authentication, an audit log and a real-time portfolio view.
- Client
- Investment institution
- Industry
- Finance
- Duration
- 2 wk
- Year
- 2024
Investment institution
Finance institution for secure customer portal
- %98Efficiency gain
- 3.2xSales impact
- 4.9/5Customer score
Project summary
What did we solve?
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.
Audience: Finance teams
Standout capabilities
What made the project strong
Every feature was tied to a measurable business result — a working product, not a showcase.
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.
Starting point
The situation we met
Customers called the centre for portfolio updates; every action had to be traceable.
Approach
The path we took
- 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.
Delivery plan
2 wk clear milestones within
- 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.
Proven results
Project impact in numbers
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
Deliverables
- 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
Technologies
- Next.js
- OAuth 2.0
- Audit Log
- Kubernetes
FAQ
Frequently asked questions
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.
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Let’s scope this in 2 hours
We will map the bottleneck and leave with a timeline and investment range in the same call.