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Fintech platform Shareholder

  • Crisis Management
  • Data Efficiency
  • Fintech
  • UX/UI Design
0.2 sec

Calculation time for averages reduced to 0.2 seconds per dataset, streamlining data analysis workflows.

100 000

Generated over 100,000 error-free financial reports within the first year of implementation.

40%

Horizontal histogram interface implementing led to a 40% increase in engagement.

5 sec

Reports generated in an average of 5 seconds, improving efficiency by 80% compared to manual processes.

The idea behind the project

Shareholder is a financial sector platform, where precision and efficiency converge seamlessly in data entry processes. This platform is meticulously designed to cater to the specific needs of the financial industry, offering a secure and user-friendly interface for seamless data management.

With a focus on accuracy, Shareholders platform employs advanced algorithms and state-of-the-art technology to streamline data entry tasks.

Industry-leading encryption protocols safeguard sensitive financial information during transmission and storage, ensuring compliance with the highest standards of data protection.

Shareholder
Shareholder

Challenge moments

  • Our client, faced with a critical issue when their ex-contractor left a critical project midway through, urgently needed a solution that could streamline data entry processes and increase efficiency in the fast-paced fintech industry.
  • With the financial sector demanding quick turnaround times, data entry had to be swift and accurate, but the client's employees struggled with inefficient manual tasks, particularly when interviewing individuals about multiple companies.
Shareholder

Provided solution

  • Transformation of Data Entry App: we elevated a simple data entry app into a sophisticated and industry-aware rapid information entry system. Our solution involved presenting users with a predefined set of entry options, reducing the amount of data employees had to provide manually.
  • Horizontal Bar Chart Interface: to further streamline the data entry process, we introduced a horizontal bar chart interface. This innovative approach significantly reduced the number of information points that interviewees had to enter, saving valuable time and resources.
  • Automated Averaging and Graph Reproduction: the system intelligently averaged the data provided by users and automatically reproduced graphs with additional data, enabling quicker analysis and decision-making.
  • Automated Report Generation: our solution included automated report generation capabilities, allowing reports to be generated autonomously, enhancing overall efficiency.
  • Development Journey: our development journey commenced with a thorough understanding of the client's requirements and pain points. Through collaborative discussions and interviews with stakeholders, we formulated a comprehensive strategy to optimize the data entry process.
  • Robust information entry system: with meticulous attention to detail, this solution seamlessly captures and processes data, ensuring a secure and streamlined experience for users. The platform's foundation is now fortified by this innovative system, enhancing data integrity and facilitating smooth financial operations.

In transforming a simple data entry app into an industry-aware rapid information entry system, we empowered our client to operate efficiently and confidently in the fast-paced fintech sector. As a result, the client achieved an elevated reporting style and a seamless customer experience, solidifying their position as a reliable and efficient player in the financial sector.

Fintech platform Shareholder

Features of Shareholder

  • Intuitive User Experience: Shareholder platform prioritizes user experience above all else. With a sleek and user-friendly interface, navigating the platform is effortless, allowing users to effortlessly access a comprehensive suite of financial tools.
  • Personal Finance Management: empowering users to take control of their finances, our platform offers robust personal finance management tools. Users can categorize expenses, set budgets, and receive actionable insights into their spending patterns, aiding in better financial decision-making.
  • Enhanced Security: security is paramount in the digital realm. Shareholder platform employs the latest encryption technologies and multi-factor authentication to ensure the safety of users' sensitive financial information.
  • Real-Time Analytics: users can stay informed with real-time financial data and analytics. Shareholder platform provides up-to-the-minute market insights, portfolio performance tracking, and economic indicators, enabling users to make informed decisions.
  • Ecosystem Integration: seamlessly integrate Shareholder platform with other digital services. Whether it's e-commerce platforms, digital marketplaces, or business management tools, our platform enhances financial interactions across various online ecosystems.

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Don't like the forms? Drop us a line via email.

partnership@sda.company

...or give us a call. +1 646 663 4507

Feel free to reach out if you want to collaborate with us, or simply have a chat.

Don't like the forms? Drop us a line via email.

partnership@sda.company

...or give us a call. +1 646 663 4507