Client Overview
The client is a leading Indian private sector conglomerate engaged in the providing brokerage services and portfolio management services (PMS) to its clients.
Business Challenge
The client faced challenges in the following areas:
- Integrating multiple data sources and banking systems
- Aggregating and categorizing customer spending data on the mobile
- Cross-selling financial products
Solution Highlights
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.
Benefits
- 5 million+ users
- Reduced customer acquisition cost
- Cross selling of investment products
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