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Digital Goal Based Financial Reporting

The Client

A financial services company, the client is a global provider of investment processing, investment management, and investment operations solutions. The company provides products and services to institutions, private banks, investment advisors, investment managers, and private clients.

Business Challenge

The client spun off a new line of business targeting high net-worth individuals (HNI) and Ultra-HNI. As the business grew there arose a need to:

  • Build a bespoke, cutting-edge goal-based reporting platform for UHNI’s with purpose-built UX to make information easily understood.
  • Integrate the reporting platform with the CRM system for a seamless client experience.
  • Interactive digital interface providing insights to investors about their portfolio in alignment with their financial goals.

Our Solution

As a partner, Coforge understood the goals of the core personas and delivered the UX/UI for all the user journeys. 

  • UX/UI, Hi-fidelity interactive and responsive HTML markup
  • Research for interactive charting capability & representation as communicating financial information in easy-to-understand manner was a key requirement.
  • Accessibility Testing and Usability Testing
  • A bespoke solution combining MS Dynamics, MS SharePoint, and Microsoft BI stack to create a cutting-edge reporting platform.
  • Comprehensive visualization of the portfolio in alignment with client-specific goals
  • Covers investments in marketable as well as non-marketable assets.
  • Integration with social media (LinkedIn, Twitter)
  • Superior user experience for end-clients (HNIs/UHNIs) by providing comprehensive information including goal-based reporting with drill-downs and visualizations.

The Result

  • 40% reduction in the development cost of the digital solution enabling investors and advisors faster and more efficient decision making
  • Awarded with Family Wealth Report Awards for most innovative client solution
  • The upgrade also enabled the client to save licensing costs by retiring a 3rd party component used to provide functionality that was now out-of-the-box in the latest version of MS Dynamics.
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