Investment Management System
Investment advisers need to be able to communicate with investors instantaneously to maximize return on stock market investments. Delay’s in the communication between advisors and investors can cause missed opportunities and possible implications for both. A large investment firm needed a tool that would seamlessly coordinate employees with their customers and, more importantly, their potential investments. Also, data tracking was required across a wide range of customers.
The client needed a Stock Notification Application that seamlessly communicated stock recommendations to customers. The application was to be both public and internally facing so needed to be very user-friendly and extremely secure, as they are documenting transaction data. The system required focus on speed of access, reliability of information, and consistency of user experience. Users need to be reached as quickly and as effective as possible on whatever device they use and whichever preferred reception method they use.