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Investor Portfolio Mobile App for Financial Services Company

Services Covered:

Mobile Application Development • UI/UX Design • Software QA and Testing • API Development • CMS Development • DevOps • Software Maintenance and Support
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Industry
Industry

Financial Services

Duration
Duration

4 months

Budget
Budget

50K - 199K

Start Date
Start Date

1 November 2021

Team Size
Team Size

21-25

Engagement Model
Engagement Model

Offshore

Project Capability Score (PCS)

gauge meter
79/100
Good

Project Capability Score (PCS) estimates how capable Zazz 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

Mackenzie Investments

mapToronto, Canada

Project Summary

Zazz designed and developed a mobile app for a financial services company to let investors check and manage portfolios. They led a five-phase engagement covering market research, product discovery, UX/UI design with high-fidelity prototypes, system architecture and full-stack development, API and CMS work, QA testing (manual and automated), and ongoing maintenance. The app achieved significant downloads within weeks and a five-star rating in both app stores, and the client praised Zazz’s communication and attention to detail.

Key Challenges

  • Create a way for investors to monitor their portfolios.
  • Encourage investor adoption and app downloads.
  • Provide daily updates on mutual funds and enable new investments.

Project Deliverables

  • Market research and product discovery
  • Feature roadmap and prioritization
  • User journey mapping and UX/UI high-fidelity mockups
  • System architecture
  • Front-end and back-end development
  • API development
  • CMS development
  • Manual and automated QA testing (unit, performance, security)
  • App maintenance and updates

Project Solution

Zazz provided a five-phase delivery that began with discovery (market research, product discovery, and feature prioritization) and continued through design and prototyping (user journey mapping, UX mapping, visual UI and high-fidelity mockups). The development phase included system architecture, front-end and back-end development, API and CMS development using an agile/scrum approach. The team completed manual and automated QA (unit, performance, and security testing) and then provided ongoing maintenance, updates, and debugging. The vendor assigned a dedicated project manager and a multi-discipline team and communicated weekly via Slack and Zoom.

Project Outcome

  • Significant downloads within weeks of launch and a five-star rating in both app stores.
  • Increased traffic and positive user feedback praising the app's ease of use.

Platforms

  • MobileMobile

Tech Stack

  • iOSiOS
  • AndroidAndroid

Client Endorsement

Overall Review Rating

5star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Zazz’s app received a significant amount of downloads and a five-star rating on app stores, meeting expectations. Their communicative, collaborative, and prompt approach resulted in a positive partnership. Ultimately, they were attentive to details and dedicated to the client’s success.”

Anonymous

Specialist

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

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