endorsedCompleted

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

Industry

Financial Services

Duration

4 months

Budget

50K - 199K

Start Date

1 November 2021

Team Size

21-25 Employees

Engagement Model

Onshore

Project Capability Score (PCS)

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

Toronto, 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

Mobile

Tech Stack

iOS
Android

Client Endorsement

Overall Review Rating

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
Date: 03/16/2022