Case Study

Modernized Market Data Platform Improves Customer Experience for Top 5 US Bank

challenge

Dealing with Dated Technology

A top 5 US Bank was operating with an outdated Mutual Fund Screener and Portfolio Tracker that lacked modern functionality and responsive design. This legacy system was hindering their ability to provide clients with an efficient and user-friendly portfolio management experience.

solution

Modernizing the Current Platform

We replatformed our client’s Mutual Fund Screener and Portfolio Tracker with a focus on implementing a modern, responsive design for improved accessibility across devices and upgrading core features to meet current market standards and client expectations.

results

Rebuilt for Improved Customer Experience

The new, modern architecture significantly improved the customer experience. The solution now allowed for better investment selection, enhanced asset details and comprehensive portfolio analysis.

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