Large brokerage company

Transform Your Idea

Online platform for investment company

Client: Large brokerage company

Designer

Expertise:

Tech Stack:

Backend

Frontend

Redux

PostgreSQL

Java

Spring

jQuery

CSS

Analyst

PHP

Architect

React

DevOps

HTML/CSS

MongoDB

Node.js

React Native

One of the largest brokerage companies in the United States with 29 years of experience as a professional player in the securities market. The company provides brokerage, depository, and dealer services and has earned a solid reputation as a reliable corporate partner. In 2023, adopted a new strategy focused on expanding its offerings to private investors.

About the Client

The company is developing a global online platform to facilitate the trading of stocks and bonds issued by businesses, banks, and other financial institutions. Additionally, the client offers consulting services and financial support for corporate and individual investors. To achieve their goal of making investments accessible to a wider audience, regardless of expertise or knowledge, they sought to create a specialized fintech solution.

Project Overview

Challenges & Objectives

After conducting extensive analysis and defining both functional and business requirements, the client identified several key objectives:

Develop a web-based service with an advanced administrative panel.
Create rebranded landing pages for the mobile app and services related to bonds and consulting.
Implement a personal account system for brokers and investors to conduct financial operations.
Build a mobile app enabling real-time access to stock exchange trading.
Automate trading processes across various financial markets.
Provide users with advanced analytics tools.
Support the launch of proprietary bonds.

Implementation

To deliver on these goals, the project was broken down into several phases:

Web Platform Development:

Designed and implemented an online platform to streamline the buying, selling, and management of securities.
Integrated tools for multi-level user access to personal accounts.

Rebranding and Landing Pages:

Delivered modern, visually appealing designs for landing pages, aligning with the latest UX/UI trends and tailored to the financial sector.

Personal Account System:

Developed secure, user-friendly dashboards for brokers and investors in both the web platform and mobile app.
Enabled functionality for trading, analyzing currency rates, and managing portfolios.

Mobile Application Launch:

Released a mobile app offering users remote contract signing, trading tools, and seamless buying/selling of securities.

Support for Bond Issuance:

Assisted the client in launching proprietary bonds, expanding their range of brokerage services and creating additional investment opportunities for clients.

Outcomes & Business Impact

Simplified Trading Processes: Automated the buying, selling, and management of securities, saving time and reducing complexity for users.
Increased Accessibility: Released a mobile app, enabling real-time remote access to trading and account management tools.
Enhanced Customer Support: Improved client services, boosting satisfaction and operational efficiency.
New Investment Opportunities: Successfully supported the issuance of proprietary bonds, providing innovative financial instruments for investors.
Sustainable Growth: Established a scalable platform with ongoing enhancements to meet evolving market demands.

This solution positioned the client as a leader in the investment market, enabling them to attract a broader audience and deliver innovative tools to enhance the user experience and drive financial growth.

Challenges & Objectives

Outcomes & Business Impact

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