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EndorsedendorsedOngoing

Mobile & Web Platform for Banking and Capital Markets AI Firm

Services Covered:

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

Financial Services

Duration
Durationinfo-circle

4 months

Budget
Budget

200K - 999K

Start Date
Start Date

1 December 2020

Team Size
Team Size

11-15

Engagement Model
Engagement Model

Offshore

Project Capability Score (PCS)

gauge meter
76/100
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

mapRaleigh, 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

  • MobileMobile
  • WebWeb

Tech Stack

  • iOSiOS
  • AndroidAndroid

Client Endorsement

Overall Review Rating

5star

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

Note: This endorsement is based on publicly available client feedback from external review sources.

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