Fintech Platform Shareholder
A platform to gather and analyze financial data for making reports on market and industry trends.
Calculation time per dataset, streamlining data analysis workflows.
Error-free financial reports generated within the first year of implementation.
Increase in engagement due to horizontal histogram interface.
Reports generation time compared to manual processes.
The Idea Behind the Project
Shareholder is a platform used by a consulting agency to generate industry related up-to-date reports and provide decision makers with valuable data.
It aids data analysts in making surveys of shareholders of the companies, gathering information about investment directions, market trends, key indicators, etc., and helping create comprehensive reports based on received data for further distribution.
Project Challenges
The main goal of the project was to investigate the current state of the platform and suggest and incorporate improvements to make it work smoothly and generate accurate data.
Main goals:
- To examine the platform and identify areas for improvement
- To fix issues with data calculation
- To upgrade the system to streamline data entry and analysis processes
Provided Solutions
Platform Investigation
Our team conducted a thorough analysis of the current system and found some critical bugs to fix, as well as identified features that were outdated and caused some issues with data entry, data processing and calculation, reports generation, etc.
Product Discovery
Based on received data we moved to a product discovery phase where we described in detail how a new system would work, its structure, features, logic, and steps and milestones to ensure smooth platform upgrade.
System Upgrade
As a result of platform upgrade and fixing critical issues we achieved shorter data entry time and employee efficiency, ability to process a bigger number of respondents in less time, more accurate financial data analytics outcomes and quick reports generation.
Key Features Overview
Data Analytics
The algorithms analyze data entered into the system, providing detailed insights and predictions on the chosen topic.
Data Export
With a few clicks data analysts can extract comprehensive datasets in various formats, ready for immediate use.
Custom Reports
Users can generate custom reports automatically, based on data analytics results, and transform them into actionable strategies.
Dynamic Forms
The ability to change form fields in the admin panel whenever it is needed according to goals of every survey.