Financial management platform

Built a niche financial services tool that transformed a company into a serious industry supplier with new revenue streams.

Technologies Used

The Challenge

A financial services company needed a niche tool to offer their clients for customer management. Another agency had failed to deliver due to complexities in automation, time zones, currencies, and interest rate calculations. The client was anxious about engaging a second vendor and investing more money after their initial disappointment.

The Solution

I delivered the platform in 12 weeks with a comprehensive feature set that went beyond MVP into a fuller product. The solution included complex automation for time zones, multi-currency support, and accurate interest rate calculations. Extensive testing ensured all financial data was accurate and secure. Despite the client's initial uncertainty, we clicked immediately and established a strong working relationship.

Results