endorsedOngoing

Mobile App & Server-Side CRM Integration for HDFC Bank

Services Covered:

Mobile Application Development • Software QA and Testing • Software Maintenance and Support • Application Integration

Industry

Financial Services

Duration

113 months

Budget

200K - 999K

Start Date

1 March 2017

Team Size

1-5 Employees

Engagement Model

Onshore

Project Capability Score (PCS)

74/100

Good

Project Capability Score (PCS) estimates how capable Debut Infotech Pvt Ltd. is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

HDFC Bank

India

Project Summary

Debut Infotech designed and developed iOS and Android apps plus a server-side component integrated with the client's backend CRM to support insurance agents and sales staff. The product includes dashboards for meetings, KYC capture, policy management and reporting, and has attracted 7,000–8,000 regular users. Debut delivered on schedule, provided strong communication and ongoing testing and support.

Key Challenges

The client needed to reduce development time and budget by using external teams.
The client's internal IT process was time-consuming, so quick releases and fast feedback loops were important.
The product had to serve internal sales and insurance agents with streamlined workflows and KYC capture.

Project Deliverables

Android mobile app
iOS mobile app
Server-side component integrated with backend CRM
Dashboard for sales and agents
KYC capture and policy/contract entry functionality

Project Solution

Debut Infotech developed Android and iOS mobile apps and a server-side component that integrated with the client's existing backend CRM. The scope included mobile UIs, a dashboard for salespeople and agents to schedule meetings, enter policy/contract details and KYC information, and reporting on policies and commissions. The team worked on an Agile, monthly basis, provided daily updates and monthly demos, performed QA testing, and continued post-launch support and improvements.

Project Outcome

The application achieved 7,000–8,000 regular users.
Debut met expectations for quality and scheduling and stayed on schedule for releases.
The vendor provided ongoing support, timely updates, and effective communication including daily updates and monthly demos.

Platforms

Mobile

Tech Stack

Android
iOS

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“The apps' usable functionalities have attracted over 7,000 regular users. Debut Infotech's timely delivery schedule, clear and helpful communication, and financial technology experience make them an ideal partner. Even after launch, they continue to test, improve, and support the system.”
Yogesh Yadav
Sales Head
Date: 02/12/2018