Category: FinTech

Sample Portfolio and Current recommendation Management System

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Sample Portfolio and Current recommendation Management System for financial services companies.

The client is a company in India that operates as a research analyst and investment adviser. They want to set the gold standard in equity research. The Aurum Capital founders have close to 5 decades of experience in Indian and International equities. With such experience and knowledge, they needed a system that would eliminate manual efforts of connecting with customers each time and giving updates, recommendations, etc. Basically, they needed digitisation in business for speeding up things, reducing human effort, more reachable to customers, etc.

The Challenges

  • Bring digitisation into business.
  • Automatically updating prices from NSE and BSE in the system.
  • Have a current recommendation section for customers that includes recommendations of Buy, Hold, Sell.
  • Investor Forum
  • Sample Portfolio and calculation of customers’ individual portfolios.

Approach

Once SplendorNet was involved, we conducted many discussions and thorough research into the specific needs of the customers and analysed the whole domain as well for a better understanding of what they want and need. The main thing was to understand and gain more and more knowledge of domain and client requirements. Once it was clear rest was very easy for our experienced team. After the research phase, our team created wireframes and planned the next phases for execution. As per plan we built the Sample Portfolio and Current recommendation Management System and delivered it to the client’s satisfaction.

The Business Benefits

  • Automation in Business
  • The faster reach of information to customers through automated notifications.
  • Reduce Human efforts
  • More reliable portfolio management
  • Automated calculation in a portfolio.

Customer Profile

The client is SEBI registered Research Analyst and Inv Adviser.

Technology and Tools

  • Laravel-PHP
  • MySQL
  • AWS

Insurance Online Booking Portal

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[ra_section_title style=”resolve” title=”” alignment=”align-left” content_font_container=”tag:p|font_size:18px|color:%23b0b0b0|line_height:24px” content_use_theme_fonts=”yes” use_custom_fonts_content=”true” css=”.vc_custom_1649341133003{margin-bottom: 0px !important;}”]The client is a startup entrepreneur having a lot of experience in investment companies. Understanding the investments world so well, the client wanted to make the most of his knowledge by starting a platform where the customers would be able to search various mutual funds and invest online. Not only that, the platform will also allow the customers to maintain their investment portfolio and get various analytics based on that.[/ra_section_title]
[ra_section_title style=”resolve” title=”The Challenges” alignment=”align-left” title_font_container=”tag:h3|font_size:36px|color:%23129cb1″ title_use_theme_fonts=”yes” content_font_container=”tag:p|font_size:18px|color:%23b0b0b0|line_height:24px” content_use_theme_fonts=”yes” use_custom_fonts_title=”true” use_custom_fonts_content=”true” css=”.vc_custom_1649342336901{margin-bottom: 0px !important;}”]

  • Make decisions
  • Efficiency and productivity gains.
  • Improved speed of business.
  • New capabilities and business model expansion.

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[ra_section_title style=”resolve” title=”Approach” alignment=”align-left” title_font_container=”tag:h3|font_size:36px|color:%23129cb1″ title_use_theme_fonts=”yes” content_font_container=”tag:p|font_size:18px|color:%23b0b0b0|line_height:24px” content_use_theme_fonts=”yes” use_custom_fonts_title=”true” use_custom_fonts_content=”true” css=”.vc_custom_1649340164035{margin-bottom: 0px !important;}”]A machine performing tasks that require human intelligence is an Intelligent Machine. Artificially Intelligent machines can develop logic similar to human thought processes, or in other words ‘think on their own. The tasks, earlier thought as completely impossible for a machine, are now being performed with even more efficiency using AI solutions. [/ra_section_title]
[ra_section_title style=”resolve” title=”The Business Benefits” alignment=”align-left” title_font_container=”tag:h3|font_size:36px|color:%23129cb1″ title_use_theme_fonts=”yes” content_font_container=”tag:p|font_size:18px|color:%23b0b0b0|line_height:24px” content_use_theme_fonts=”yes” use_custom_fonts_title=”true” use_custom_fonts_content=”true” css=”.vc_custom_1649341245418{margin-bottom: 0px !important;}”]A machine performing tasks that require human intelligence is an Intelligent Machine. Artificially Intelligent machines can develop logic similar to human thought processes, or in other words ‘think on their own. The tasks, earlier thought as completely impossible for a machine, are now being performed with even more efficiency using AI solutions. [/ra_section_title]
[ra_section_title style=”resolve” title=”Customer Profile” alignment=”align-left” title_font_container=”tag:h3|font_size:36px|color:%23129cb1″ title_use_theme_fonts=”yes” content_font_container=”tag:p|font_size:18px|color:%23b0b0b0|line_height:24px” content_use_theme_fonts=”yes” use_custom_fonts_title=”true” use_custom_fonts_content=”true” css=”.vc_custom_1649340319458{margin-bottom: 0px !important;}”]FundsPI is a growing automated platform for mutual fund investing. It enables investors to choose the best funds from across the fund universe.[/ra_section_title]
[ra_section_title style=”resolve” title=”Technology and Tools” alignment=”align-left” title_font_container=”tag:h3|font_size:36px|color:%23129cb1″ title_use_theme_fonts=”yes” content_font_container=”tag:p|font_size:18px|color:%23b0b0b0|line_height:24px” content_use_theme_fonts=”yes” use_custom_fonts_title=”true” use_custom_fonts_content=”true” css=”.vc_custom_1649340294242{margin-bottom: 0px !important;}”]

  • Python (Django)
  • PostgreSQL
  • AngularJS
  • Bootstrap

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Digital-Technology-to-Make-the-World-a-Better-Place-1
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Financial Audit Automation Platform

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[ra_section_title style=”resolve” title=”Financial Audit Automation Software for fintech company” alignment=”align-left” title_font_container=”tag:h2|font_size:36px|color:%23129cb1|line_height:46px” title_use_theme_fonts=”yes” content_font_container=”tag:p|font_size:18px|color:%23b0b0b0|line_height:24px” content_use_theme_fonts=”yes” use_custom_fonts_title=”true” use_custom_fonts_content=”true” css=”.vc_custom_1654496804626{margin-bottom: 0px !important;}”]The client is a company in the US that operates in the financial accounting and audits for a long time. Based on their knowledge in audits, they could generate some predefined method of delivering the audit reports for various types of audits in the US in an automated fashion. They wanted to convert this concept into a tech platform that can deliver.[/ra_section_title]
[ra_section_title style=”resolve” title=”The Challenges” alignment=”align-left” title_font_container=”tag:h3|font_size:36px|color:%23129cb1″ title_use_theme_fonts=”yes” content_font_container=”tag:p|font_size:18px|color:%23b0b0b0|line_height:24px” content_use_theme_fonts=”yes” use_custom_fonts_title=”true” use_custom_fonts_content=”true” css=”.vc_custom_1649657258314{margin-bottom: 0px !important;}”]

  • Building a tool that can “learn” and establish the rules for auditing different types of  data.
  • The system needs to be so strong that it needs to find out the gaps by establishing the logic based on the financial reports provided for audit.
  • The platform needs to be very secure so that no personal data can be breached.
  • Strong reporting skills.
  • Very high performance.

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[ra_section_title style=”resolve” title=”Approach” alignment=”align-left” title_font_container=”tag:h3|font_size:36px|color:%23129cb1″ title_use_theme_fonts=”yes” content_font_container=”tag:p|font_size:18px|color:%23b0b0b0|line_height:24px” content_use_theme_fonts=”yes” use_custom_fonts_title=”true” use_custom_fonts_content=”true” css=”.vc_custom_1649657280619{margin-bottom: 0px !important;}”]We developed a cloud based platform which provides two important aspects. 

The first aspect is a tool that the clients give to the human auditors. And the auditors carry out their steps and put up logic behind various actions on the tool. The tool will “learn” the method used by the auditor and establish its own process based on that.

And the second aspect is developing a system that accepts financial reports for customers and utilises this established process to perform the audit.[/ra_section_title]

[ra_section_title style=”resolve” title=”The Business Benefits” alignment=”align-left” title_font_container=”tag:h3|font_size:36px|color:%23129cb1″ title_use_theme_fonts=”yes” content_font_container=”tag:p|font_size:18px|color:%23b0b0b0|line_height:24px” content_use_theme_fonts=”yes” use_custom_fonts_title=”true” use_custom_fonts_content=”true” css=”.vc_custom_1654496849129{margin-bottom: 0px !important;}”]

  • Very fast audit output.
  • Highly secure platform.
  • Platform learning various methods of carrying out the same audit.
  • Financial Audit Automation Software for financial accounting and auditing.
  • Accuracy level rapidly reaching 100%.

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[ra_section_title style=”resolve” title=”Customer Profile” alignment=”align-left” title_font_container=”tag:h3|font_size:36px|color:%23129cb1″ title_use_theme_fonts=”yes” content_font_container=”tag:p|font_size:18px|color:%23b0b0b0|line_height:24px” content_use_theme_fonts=”yes” use_custom_fonts_title=”true” use_custom_fonts_content=”true” css=”.vc_custom_1649657323107{margin-bottom: 0px !important;}”]Autire is a company in the US that operates in the financial accounting and audits for a long time.[/ra_section_title]
[ra_section_title style=”resolve” title=”Technology and Tools” alignment=”align-left” title_font_container=”tag:h3|font_size:36px|color:%23129cb1″ title_use_theme_fonts=”yes” content_font_container=”tag:p|font_size:18px|color:%23b0b0b0|line_height:24px” content_use_theme_fonts=”yes” use_custom_fonts_title=”true” use_custom_fonts_content=”true” css=”.vc_custom_1649657369148{margin-bottom: 0px !important;}”]

  • NodeJS (Express)
  •  MongoDB
  • ReactJS
  • Bootstrap

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Financial Audit Automation Platform
Financial Audit Automation Platform
Financial Audit Automation Platform
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Sam.Ur.AI: Hyper Personalization Solution For Banks

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Hyper-Personalization Solution for Banks and Fintech companies.

The client is a finance company in the US which has partnered with an Indian technology company in order to bring their ideas to reality. With their massive experience in finance, they have devised a concept that will help the banks achieve various goals just by giving a chat based interaction tool to the bank customers.

The Challenges

  • A strong mobile app that can be ported on top of the bank’s software.
  • Interactive chatting tool that gives important insights to the customers.
  • Interaction data collection and classification using various AI models.
  • Generate highly interesting and action provoking insights about customer behavior based on the data collected.
  • Build a highly secure system in such a way that the customer information doesn’t go to any third party. system.

Approach

The solution helps banks intimately understand user behaviour and nudge customers towards improved financial health. Intelligence that will help optimise user’s daily spending, refinance loans, create a savings auto-pilot, and even help them invest, to make sure their financial wellness is enhanced. It’s magical!

The solution uses a trademarked financial empathy engine owned by the client to generate the insights.

The solution uses state-of-the-art security measures. It does not store any PII data & all other data is anonymized & encrypted. The platform can be installed on-prem or deployed on the cloud.

The Business Benefits

  • Better customer understanding for the banks.
  • Dual advantage for the bank by providing a very handy interactive tool for the customer.
  • Completely secure platform.
  • Automatic suggestions generator.
  • Voice and type chat facility.
  • Speaks customers’ language (25+ languages).

Technology and Tools

  • Android Native Mobile App
  • iOS Native Mobile App

Instant Micro-financing Platform

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Instant Micro-financing Software for Fintech companies and banks.

The client was a serial businessman. As a part of one of his earlier businesses, he had started an NBFC. And in the given circumstances, he saw the gap in the micro-financing domain. After a lot of research, he found that the domain existed in the market but with a very low footprint online. So, he decided to take a plunge and create a startup which will disburse instant micro loans.

The Challenges

  • A very strong platform with all the necessary security certifications and standards.
  • A very robust system which will provide the users with a short but solid loan process.
  • A lot of third party integrations.
  • Really instant loan disbursal.
  • Strong analytics for generating and utilising customer persona.

Approach

SplendorNet was a part of the solution right from the research phase. Our expert team identified various aspects that were involved in taking the loan business online. We identified quite a few third party solutions which would help in making the loan disbursal decision actually instant. A super easy looking and working mobile application was designed and developed. The team had also done its homework predicting a large volume of traffic. The solid framework design and tech platform choice helped the platform successfully tackle the surge of traffic after the launch and marketing burst. Due to the efficiency of the solution, the client could focus completely on the business aspect and could land into profits right in its 6th month of existence.

The Business Benefits

  • A very simple and efficient way to get small loans instantly.
  • Safe and secure platform.
  • Very fast disbursal decision.
  • 100% automation of all the processes.
  • Web-based software for instant and seamless operation of microfinancing.
  • Highly successful integrations.

Customer Profile

Mudrakwik is India’s First Truly Instant Loan App. It is an all-in-one digital platform for all your Instant Loan Needs, from personal loan to Buy Now Pay Later.

Technology and Tools

  • Python (Django)
  • PostGreSQL
  • ReactNative
  • Stomp

Funds PI: Online Investments Platform

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Online Investments platform Software for Fintech Companies.

The client is a startup entrepreneur having a lot of experience in investment companies. Understanding the investments world so well, the client wanted to make the most of his knowledge by starting a platform where the customers would be able to search various mutual funds and invest online. Not only that, the platform will also allow the customers to maintain their investment portfolio and get various analytics based on that.

The Challenges

  • The platform needs to have multiple mutual funds connected.
  • The platform should always have fresh details about anything that is being presented.
  • Platform should be very simple in terms of user interface.
  • The investments made on the platform should happen immediately without any delay.
  • The analytics provided by the platform must be decision supporting.

Approach

When SplendorNet started working as the development partner for the client, the first goal was to understand the domain. We had a team working on domain understanding and background study. The study revealed various interesting facts regarding investments and mutual funds.

We first started with the most popular mutual fund companies so that the client could get the portal launched and get the business going. And after that we increased the coverage to maximum possible mutual funds. The requirements kept growing after that. We updated the UI at various places, a lot of new analytical reports were added and many such advancements were done on the portal.

Along with all the features, the most important aspect that we always had to ensure was the security. Encryption of entire customer data along with the standard web security measures were implemented in order to maintain security of the data.

The Business Benefits

  • Very easy to find mutual funds to invest in.
  • Comparison between various options possible.
  • An effortless way to manage the entire investment portfolio.
  • Highly interesting and insightful analytical reports.
  • Very powerful build in terms of website performance.
  • A growing automated platform for mutual fund investing for fintech companies.
  • Completely secure platform inducing the feeling of safety in clients’ mi.

Customer Profile

FundsPI is a growing automated platform for mutual fund investing. It enables investors to choose the best funds from across the fund universe.

Technology and Tools

  • Python (Django)
  • PostGreSQL
  • AngularJS
  • Bootstrap

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