Problem Statement
The client, an overseas financial services company, approached us to modernize their outdated multi-account management platform. The existing system heavily relied on users contacting customer support to resolve issues, which created bottlenecks, inefficiencies, and user frustration. Additionally, the platform lacked transparency in tracking and managing funds across multiple accounts, leaving users uncertain about their balances, transaction histories, and the allocation of their funds.
This lack of clarity and autonomy not only eroded user trust but also failed to meet the evolving expectations of tech-savvy customers who demand streamlined, self-sufficient solutions. Our task was to upgrade the platform with a modernized, user-friendly interface and features that provided real-time fund visibility, seamless transfers, and actionable financial insights, ultimately empowering users with greater control over their finances.