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Client-Centric Financial Management System Development

intechhouse.com

Financial services

Business Challenges in Financial Operations

Need for an efficient client service platform integrating Open Banking (PSD2 directive) while maintaining MIFID compliance, requiring secure financial data sharing and transparent asset management tools to enhance client-advisor interactions.

About the Client

Brokerage services provider specializing in securities trading with expertise in stock market transactions

Strategic Project Goals

Develop an intuitive system for asset visualization and financial operations
Streamline client-advisor communication workflows
Ensure regulatory compliance with financial industry standards
Enable automated banking operations and transaction management

Core System Capabilities

User panel for broker order generation and deposit management
Automated cyclical/conditional transaction processing
Multi-system financial data integration dashboard
Secure client-advisor communication interface

Technology Stack Requirements

Adobe Bizagi for process modeling

Enterprise Architect for system design

MS Office suite for documentation

Critical System Integrations

Open Banking APIs (PSD2-compliant)
MIFID regulatory reporting systems
External asset management platforms

Operational Requirements

Regulatory compliance enforcement mechanisms
High-security data transmission protocols
Scalable architecture for transaction volume
Real-time data synchronization capabilities

Expected Business Outcomes

Enhanced financial operations efficiency through integrated asset management, improved client decision-making via transparent data visualization, and strengthened advisor-client relationships through streamlined communication channels while maintaining full regulatory compliance.