Investment Mobile App for Bank Clients

Expertise:

Mobile

Backend

Frontena

UI/UX Design

DevOps

Tech Stack:

Swift

Kotlin

Java

Client: Bank

A leading financial institution offering a wide range of services, including personal banking, loans, and investments. The client is focused on enhancing its digital offerings and providing its customers with advanced, user-friendly tools for managing their finances and investments. With a large customer base, the bank is committed to integrating the latest technology to improve customer experience and operational efficiency.

About the Client

The bank sought to develop an investment mobile application to offer clients an intuitive platform for accessing investment opportunities, managing their portfolios, and receiving personalized investment recommendations. The app had to integrate market analytics, provide a seamless experience for users, and support real-time updates to help users make informed decisions quickly.

Project Overview

Challenges & Objectives

The primary challenge was to develop a comprehensive system capable of supporting a large and diverse delivery workforce while integrating seamlessly with both internal Burger King systems and external delivery providers. Key objectives included:

Eliminating the need for third-party delivery aggregators by implementing an internal delivery solution.
Integrating with Burger King’s HR and reference systems for employee management and courier data.
Supporting a large-scale delivery network of 5,000+ couriers across 1,000+ restaurants.
Handling 20,000+ weekly orders with optimized delivery routes and real-time tracking.
Developing a user-friendly interface for couriers with easy access to orders, routes, and delivery details.

Implementation

To meet the bank's objectives, the team executed the following steps:

Developed native mobile apps for iOS and Android using Swift and Kotlin, ensuring optimal performance and a smooth user experience.

Integrated portfolio management tools, allowing clients to track investments, view historical performance, and receive detailed reports.

Implemented real-time market analytics to display up-to-date information on stocks, bonds, and other financial instruments.

Developed an algorithm for personalized recommendations based on users' investment profiles, risk tolerance, and financial goals.

Used WebSockets to enable real-time updates on market changes and portfolio performance.

Ensured data security through advanced encryption and secure login methods (OAuth 2.0), complying with financial industry regulations.

Focused on UI/UX design to make the app intuitive and accessible, providing a clean interface with easy-to-navigate features.

Outcomes & Business Impact

The launch of the investment mobile app brought several positive outcomes for both the clients and the bank:

Simplified access to investment opportunities, allowing clients to easily browse and choose investments from their mobile devices.
Enhanced portfolio management capabilities, enabling clients to track, adjust, and optimize their investment strategies.
Personalized investment recommendations that helped clients make informed decisions based on their financial goals and market conditions.
Strengthened the bank’s position as a technologically advanced financial institution, increasing customer trust and engagement.
Increased customer retention by offering a value-added service that met the growing demand for digital investment tools.
Improved the bank’s competitive edge by integrating cutting-edge technologies and providing clients with real-time insights into their investments.

Investment Mobile App for Bank Clients

Challenges & Objectives

Outcomes & Business Impact

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