[Completed]

Custom FinTech CRM [NDA]

Designed to empower financial institutions, our CRM integrates advanced Python and Django backend solutions with a dynamic React frontend. It streamlines customer management, enhances data analysis, and supports regulatory compliance with its robust PostgreSQL database architecture. This system optimizes customer interactions and provides actionable insights through a customizable financial dashboard, making it an essential tool for modern financial operations.

Details

Client:

NDA

Final budget:

*** ***

Date:

2022-2023

Categories:

FinTech, Investments, Web Development, CRMs

Project Overview: Custom FinTech CRM

This project involved the creation of a custom Customer Relationship Management (CRM) system tailored specifically for the financial technology sector. The solution was designed to enhance customer interactions, streamline data management, and provide real-time financial analytics to improve decision-making processes.

Technology Stack:

Backend: Python and Django;
Frontend: JavaScript and React;
Database: PostgreSQL;
Tools: Git for version control, Docker for containerization, and Jenkins for CI/CD;

Development Process:

Methodology: Agile Scrum;
Planning: Initial project requirements were gathered in collaboration with key stakeholders. User stories were developed to define functional requirements and prioritize tasks;
Sprints: The project was divided into bi-weekly sprints. Each sprint began with a planning meeting to determine the sprint's goals and ended with a review meeting to assess the work done;
CI/CD: Changes were regularly merged into the main branch and automatically deployed to a staging environment for testing. This ensured that integration issues were identified and resolved early in the development process;

Key Features:

Customer Management: Includes tools for managing customer profiles, tracking interactions, and recording transaction histories;
Financial Dashboard: Provides executives and managers with real-time insights into financial metrics and performance indicators;
Security Features: Implements robust security measures to ensure data protection and compliance with industry regulations;
Custom Reporting: Users can generate custom reports to analyze data based on specific criteria;

Project Milestones:

Project Kickoff: Stakeholder meetings to define scope and objectives;
Development Phases: Split into five main phases covering environment setup, core features, security implementation, UI development, and final testing;
User Training: Conducted towards the project completion to ensure all users are comfortable with the new system;
Go-Live: The system was launched successfully with minimal downtime and has been operational since;

Outcomes:

The Custom FinTech CRM has been instrumental in providing the company with a detailed view of customer interactions, enhanced data accuracy, and improved operational efficiency;
Post-implementation feedback from users has been overwhelmingly positive, citing the system's user-friendly interface and the valuable insights provided by the financial dashboard;

Lessons Learned:

Iterative Testing: Early and frequent testing was crucial in identifying and addressing issues before they impacted the broader system;
Stakeholder Engagement: Regular updates and stakeholder involvement were key to aligning the project with business needs and expectations;
Scalability Considerations: Designing the system with scalability in mind allowed for easier updates and integration of new features without significant overhauls;