Financial portal app development with data analytics & visualization

The client under discussion is a US-based consultancy service providing aid to various sectors like that of finance, law, and the transport sector for the past 20 years.

Verticals

Banking and Finance

About the client

Their existing clients had well appreciated their expertise, and they had wished for the expansion of their business through an international financial portal development. Here is the briefing on how we helped our clients achieve what they wished for.

Demands of the client

Developing application from scrap

The client didn’t want anything from the previous stack. He wanted to have a portal that is fresh and away from any prior references.

All-in-one-house service

The client also didn’t want to hire multiple agencies for diverse processes. He wanted to lease off work to an agency that could do everything by itself. It is good that we have all the process experts under our roof.

Data analytics

As we are talking about finances, the company wished to keep a close check on all the data and changes happening in the numbers. Hence they needed an application that would come with efficient data analytics, which can help them in planning the further move.

Visualization

The technical data is full of jargon and is many times not understood by the layman. Hence, the display by graphical representations would ass the charm to the profile.

Challenges

Multidimensional visualisation

The client didn’t want just one kind of visualization. He wanted his portal to be embedded with bar graphs, pie charts, histograms, maps, etc. He also wanted to use the color variations in the visuals.

Extensive scale integration

The client wanted to integrate over 10,000 servers with the portal. Hence, the bearability of the portal had to be set vast; this was a large scale operation which should be able to bear more than enough burden.

Software development from scratch

The client wanted everything to be developed from scratch and didn’t want anything to be chosen from the previously developed program. This left no reference, and everything had to be developed fresh without any inspiration or reference.

Interactive visualisation

The Client did not just want the visuals to be attractive; he wanted them to be interactive as well. The client wanted to add the functions on the sections of the visuals so that the user can get more information about the same topic.

Sorting filter integration

To ease up each work and search, the client wanted to add the sorting filter as well so that the user did not have to employ the efforts to find something. He needed the filters, which could help in sorting the functions.

Customizable data from the client’s end

In the financial world, the situations keep on changing. Hence, the client wanted to develop such a system where the data could be customized from his end only. He needed a customizable database that could be changed according to the market needs.

Solution

Our team of experts delivered an efficient Financial Portal, which can pull out a large amount of financial data of the customers and visualize it. The visualization was in the form of maps, images, and diagrams.

The application was developed under the aegis of ASP.NET Framework and MVC Architectural Pattern, while the business was implemented through C#.

  • Database integration: As the integration of the data was from more than 10,000 servers, and the total number of transactions reached more than one billion, a highly trusted and secure system was needed for financial management.

For the same purpose, we went for Microsoft SQL Server for Data Storage and ADO.NET and NHibernate for solution integration.

  • Visualization of imported data: The solution we provide includes data rendering, analysis, and visualization. Our team implemented numerous kinds of data presentations, including graphs, diagrams, charts for SSA Data, Deal Timelines, and Credit Rating Changes as well.

Maps were integrated with distinct color schemes to enable data differentiation. The Microsoft Chart Library enabled data visualization.

  • UI/UX: All the UX/UI work was done through the help of the JQuery Library. Our team also developed some originals in the technology to make the portal more unique. E.g., Interactive Maps, Data Blocks, Built-in Zoom, and Filters for sorting Data Sets.
  • Customizable workspace: The trends, news, and information in the financial sector keep in changing. To make everything go on smoothly and keep the information updated, we made a customizable workplace that could easily be altered by the admin.

Results

The portal we so provided came out with an opportunity to receive a well organized and visualized summary of the market. The solution has complex logistics of the business, allowing analysis of the content from the customer’s CMS and user interface to enable and create own data canvas.

The team of ours completed the targets and met the expectations of the client so well that we have become the agent of yet another success story, building a lifelong corporate relation.

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