endorsedOngoing

Mobile & Web Platform for Banking and Capital Markets AI Firm

Services Covered:

Mobile Application Development • Website Development • Application Integration • API Development

Industry

Financial Services

Duration

68 months

Budget

200K - 999K

Start Date

1 December 2020

Team Size

11-15 Employees

Engagement Model

Onshore

Project Capability Score (PCS)

75/100

Good

Project Capability Score (PCS) estimates how capable TechAhead 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

Confidential

Raleigh, United States of America

Project Summary

TechAhead was engaged to design and develop an integrated mobile and web platform for a banking and capital markets AI firm to connect CRM and third-party data sources and provide data mapping and catalog capabilities. The team of 15 is delivering iOS, Android, and web applications with complex third-party integrations. The client reports positive progress, daily reporting, and appreciation for the vendor's architecture, coding practices, and attention to detail.

Key Challenges

Design and develop an integrated platform that connects CRM, third-party data sources, and marketing apps
Provide end-to-end capabilities including data mapping, a data catalog, and discovery
Enable integration across different business units to deliver a 360-degree view of customers

Project Deliverables

iOS application
Android application
Web application
Integrations with CRM and third-party data sources and marketing apps
Data mapping, data catalog and discovery features

Project Solution

TechAhead built and continues to develop an integrated platform comprising iOS, Android, and web applications that connect with CRM systems, third-party data sources, and marketing apps. The solution includes capabilities for data mapping, a data catalog and discovery, and integrations to provide a 360-degree customer view. The vendor provided a 15-person delivery team and a detailed project plan with daily check-ins to manage development and decision-making.

Project Outcome

The application is under development and the client is satisfied with progress to date
TechAhead provides daily check-ins and a detailed project plan to keep the client involved in key decisions
Architecture and coding practices were praised for enabling a scalable and secure solution

Platforms

Mobile
Web

Tech Stack

iOS
Android

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“So far, the client approves of the results that techahead has achieved. The proactive team's attention to detail shines through project planning and timelining. They lead daily reporting to keep the client updated. Their knowledge in their chosen field is extremely impressive.”
Anonymous
Founder & CEO
Date: 04/01/2021