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Advisor To Do
for Financial Firms
USA
Industry: Finance
Key Technology: React, Laravel
This application was developed to be a helping hand for financial firms to digitize to reduce human errors. It also supports customization according to clients’ requirements. The system also increased productivity & enhanced communication. The client was able to make their task management easy, by which they were able to assign and track the assigned tasks more effectively.
Overview
Solution Offered : Web Development, Product Development
Technologies used : MySQL, SMSGatewayHub, AWS Server, SES
Technologies Used :
MySQL
AWS
2
Full Stack
Software Engineers
1
Software
Architect
1
Product
Owner
2
Quality
Analyst
1
UI/UX
Developer
4
Months of
Collaboration
Key Features
As the work is made easy for the management, it also allows them to customize their services.
Template-based Tasks can be easily created just using voice. This happens via Amazon Alexa and there are several commands which ease the process of task creation.
Challenges
The client was loaded with ample tedious manual tasks, which hampered the overall productivity.
As the tasks were manually managed, there was frequent high data loss and also at some point, it was difficult to manage the process.
Even the fixed procedures were not being tracked properly, and there was no proper documentation of the same.
Solution
The app digitalized the procedure and thus eliminating the need for manual work.
This template aids the management to verify whether the advisors follow the fixed procedure or not.
The task module also helps in tracking the work progress and keeps an eye on every advisor individually.
Currently, financial advisors have a huge dependency on manual labor. With this, the chances of error are reduced and the efficiency is increased too.
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