Provided technical knowledge and staff to increase the technical capabilities of an established financial services provider
About the Client
Having been in the insurance and finance industry for 35+ years, the client has offered its insurance products and investment services to individuals, families & business owners who want to streamline their finances. With eight offices throughout Florida and 75+ expert agents, the client has served many customers with products such as enterprise retirement financial planning, group health plans, individual life insurance, individual investment products, and more.
- Industry: Banking and Insurance
- Headquartered: Florida, U.S.
- Platforms: Cloud, APIs
- Team Size: 3 Developers
The Challenge
The client is focused on elevating its customers’ financial circumstances and boosting financial confidence. The major challenge faced by the client in achieving its goal was the lack of resources to provide a tech-driven platform to the customers for round-the-clock online support.
It wanted to extend the existing team with experts in modern technology to enhance those functionalities. The client wanted to allow customers to create accounts easily and clarify their financial queries using features like financial calculators and investment predictors.
Our Solution
We opted for Progress Telerik Test Studio to tackle the client's challenge. This is a reliable and user-friendly software test automation tool for web and desktop applications.
Enhancing Systems Through Strategic Collaboration
The client chose a Programmers.ai team as the staff augmentation partner to improve the existing system.
Agile Development Through Modular Design
Our team proposed the system be implemented in multi-layered architecture with APIs, backend processes, and UI. Each module was a separate project in MVC, Angular JS, and Mongo DB. To create a more agile development process, Programmers.ai assigned team members by their expertise.
Optimizing Data Handling Through Trusted Tools
Programmers.ai recommended using a trustworthy third-party tool for the data grid. This allowed the client to implement features identical to spreadsheets and to apply quick calculations that improved the performance of the system.
Server Management and Vulnerability Mitigation
Our experts also supported maintenance of the client’s servers that hosted the application and database. The maintenance included database backups, SSL certification, and elimination of security-related vulnerabilities.
Technologies Used
Our software architects and engineers are experts in using the latest technologies.
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Angular JS
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C#
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Mongo DB
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MVC
Business Impact
Implementing a custom AI chatbot produced transformative results for the client.
Here’s how we did it
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Unified Access to Data and Video Content
The enhanced platform provided the users with features where they could view data and videos all at one place.
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Comprehensive Portfolio Management Made Easy
The users could easily calculate their returns, analyze and communicate with financial advisers to build and maintain a strong portfolio.
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Enhanced Data Protection and Reliability
The security protocol implemented in maintaining the servers ensured high data confidentiality and increased customer trust.
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Enhancing User Experience and Conversion Rates
The improvements simplified processes and implemented an intuitive interface that increased the number of footfalls and conversion.
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Expanding Presence Across States
The project increased the number of representatives in more states.
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I wanted to take a moment to highlight and commemorate the efforts from our dedicated PIO team. To preface, the projects we work on here are complex, with rigid objectives, budgets, and timelines. Expectations are always high and are ever-changing. From the start of our relationship, the IO team was able to exceed expectations and make our business wishes a reality.
Over the past year I have worked with them, they have worked very hard to understand our highly customized system and troubleshoot things with little or no documentation while managing to keep the business up and running normally. Without the hard work and dedication they have shown, I know we would have had some issues causing downtime or lost production. I am looking forward to continuing working them in the next year as well.
I have been working with Programmers IO for more than 5 years now and I have been pleased with all projects and developers that I have worked with. We have had a few issues here and there but they have always fixed and made it right. They have been an excellent addition to our business.
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