endorsedOngoing

Systems Development & Portal Management for Financial Services Company

Services Covered:

Custom Software Development

Industry

Financial Services

Duration

158 months

Budget

Confidential

Start Date

1 June 2013

Team Size

1-5 Employees

Engagement Model

Onshore

Project Capability Score (PCS)

81/100

Strong

Project Capability Score (PCS) estimates how capable Fingent 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

NEC Financial Services

Saddle Brook, United States of America

Project Summary

A financial services company has worked with Fingent since June 2013 for system development and portal management. Fingent built and enhanced HTML-based customer and dealer portals, managed SQL systems and SSIS packages, and developed a SharePoint-based internal portal. The client praises Fingent's project management, communication, and the portals' usability, which increased self-service and business growth.

Key Challenges

Continue development and enhancement of existing systems.
Support growth by improving customer and dealer portal functionality.

Project Deliverables

Internal customer portal
Dealer portal
Two HTML website portals
SharePoint-based internal portal
SQL database management
SSIS packages

Project Solution

Fingent has continuously updated the client's systems since June 2013, building and enhancing two internal portals for customers and dealers. They run a process of meetings, provide advice and insight, produce statements of work and kickoff the tasks. The vendor developed two HTML website portals, managed SQL databases and SSIS packages, handled HTML customizations, and built a SharePoint-based internal portal; they indicated future work with Power BI and Automate. Engagement typically involves a 3–5-person Fingent team including a project manager and technical staff.

Project Outcome

Relationship strengthened over years and the dealer portal was well received.
Platform received positive usability feedback leading to increased adoption.
Customers are able to view invoices and make payments via the portal.
Increased self-service and general business growth.

Platforms

Tech Stack

HTML
SQL

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“The client is delighted with the functionalities that Fingent has developed over the years, which has streamlined their processes. Their flexible and organized approach has been key to delivering solid project management. The team also praises their friendly approach to explaining things and making everything smooth.”
Ryan Kenning
Project Manager
Date: 03/08/2022