United KingdomDigital Investment & Financial Services Platform
One connected platform for customer acquisition, investment servicing and advisor operations.
A secure digital platform that enables customers to explore financial products, submit investment requests, track portfolios and communicate with advisors through web and mobile applications.
Project snapshot
The engagement at a glance
- Client
- Mauris
- Industry
- FinTech & Financial Services
- Country
- United Kingdom
- Service
- Website Development
- Platform
- Web
- Duration
- 5 Months
- Profile
- A growing financial advisory business offering investment, SIP, insurance and wealth-management services.
- Team
- 1 Business Analyst, 1 UI/UX Designer, 2 Full-Stack Developers, 2 Mobile Developer, 1 QA Engineer
The challenge
What was the client's problem?
The client was managing customer enquiries, investment requests and policy information through disconnected systems, spreadsheets and manual communication. Customers had limited visibility into their applications and portfolio activity.
- 01
Manual customer onboarding and data collection.
- 02
No centralized customer dashboard.
- 03
Multiple financial products managed separately.
- 04
Limited application and investment tracking.
- 05
Manual advisor follow-ups.
- 06
Fragmented reporting and administration.
Objectives we agreed on
- Digitize customer onboarding.
- Centralize financial-product information.
- Reduce manual operational work.
- Provide real-time application visibility.
- Improve advisor productivity.
- Build a scalable foundation for future financial services.
Our approach
How did we approach it?
We transformed fragmented financial operations into one structured digital ecosystem.
- 1
Business & Workflow Discovery
Mapped customer onboarding, financial-product workflows, advisor activities and administrative processes before defining the application architecture.
- 2
Customer Journey Design
Designed simplified flows for registration, KYC, product discovery, investment requests and portfolio tracking across web and mobile.
- 3
Secure Application Architecture
Built a role-based architecture separating customer, advisor, operations and administrator access.
- 4
Financial Workflow Development
Implemented investment requests, document submission, application status tracking, notifications and advisor workflows.
- 5
API & Payment Integration
Connected external financial services, payment gateways, communication APIs and verification services.
- 6
Testing & Optimization
Performed functional, security, API and performance testing across customer and internal workflows.
The solution
What did we build?
What it includes
- Customer registration and secure login
- KYC/document submission
- Financial product catalogue
- SIP/investment request workflows
- Insurance enquiry management
- Customer portfolio dashboard
- Advisor dashboard
- Application status tracking
- Role-based admin panel
- Payment processing
- Push/email/SMS notifications
- Reports and analytics
- Document management
Technology & tools
Only the platforms actually used in this engagement.
- React / Next.js
- Flutter
- .NET Core Web API
- SQL Server
- REST APIs
- Cloud Infrastructure
- JWT Authentication
- Payment Gateway APIs
- KYC/Identity Verification APIs
- Email & SMS APIs
- Push Notification Services
- Financial Data APIs
Before vs after
What changed for the business?
Customer onboarding, enquiries and follow-ups were handled through multiple disconnected channels.
Before
- Manual onboarding
- Spreadsheet-based tracking
- Disconnected customer information
- Limited customer visibility
- Manual follow-ups
After
- Digital onboarding
- Centralized customer dashboard
- Automated notifications
- Role-based operations
- Real-time application tracking
Centralised customer and advisor operations
Reduced dependency on manual processes
Improved visibility into application status
Faster communication between customers and advisors
Scalable architecture for additional financial products
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Global reach
Our Presence
Serving clients across 12 countries comparable projects delivered for clients in multiple markets.
India
USA- Australia
- UAE
Canada- UK
Germany
France
Netherlands
Sweden
Singapore
Nigeria
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