Financial Services Mobile App
A secure mobile application for a financial services company that enabled clients to manage investments, access reports, and communicate with advisors.
Technologies Used
Client
Financial Advisory Firm
Project Duration
3 months
Completion Date
October 2024
Team Size
5 members
Project Overview
We created a secure and user-friendly mobile application for financial services, enabling clients to manage their investments and communicate with financial advisors seamlessly.
Problem & Goals
The financial advisory firm was losing clients to competitors who offered more modern, accessible digital services. Their existing web platform was outdated, difficult to use on mobile devices, and lacked real-time communication capabilities. Our goals were to develop a secure, user-friendly mobile application that would enhance client engagement, streamline communication between clients and advisors, provide real-time investment tracking, and ensure bank-grade security for sensitive financial information.
Key Features
- Secure investment portfolio management
- Real-time market data integration
- Secure messaging with financial advisors
- Custom financial reports
- Biometric authentication
Technical Implementation
The app was built using React Native for cross-platform compatibility, with GraphQL for efficient data fetching and Firebase for real-time features. We implemented bank-grade security measures.
Results
- Increased client engagement by 50%
- Reduced support tickets by 40%
- Improved client satisfaction scores
- Streamlined advisor-client communication