Developing a Personalized Financial Product Search and Management Platform

The client seeks to improve user engagement and satisfaction by creating a comprehensive and easy-to-use online platform for searching, comparing, and receiving personalized recommendations for various financial products. Existing solutions lack speed, personalization, and seamless integration with financial data, leading to suboptimal user experience and limited market differentiation.

A mid to large-size fintech company focusing on providing users with efficient search, comparison, and personalized recommendations for financial products such as loans, insurance, mortgages, and credit cards, along with marketplace management tools.

• Create a fast, comprehensive, and intuitive online platform enabling users to search and compare financial products efficiently.
• Implement personalized offer presentation based on user data and predefined rules to increase relevance and conversion rates.
• Develop an analytics dashboard for real-time monitoring and management of the financial marketplace.
• Integrate with banking APIs to allow transaction history analysis and personalized recommendations.
• Enhance the platform's scalability, security, and usability to support growing user base and diverse workflows.
• Achieve measurable outcome targets including tripling revenue, expanding product offerings, and increasing user engagement.

• A smart search and recommendation engine that uses rule-based logic to guide users to suitable financial products.
• Data collection modules that gather user preferences, financial data, and transaction history.
• Personalized offer presentation algorithms that display tailored financial product options.
• An internal analytics and control dashboard for real-time marketplace management, reporting, and customization.
• API integrations with banking systems to access user transaction data and provide tailored suggestions.
• User interface components optimized for speed, simplicity, and clarity across devices.

• Banking APIs for transaction data and account information
• Analytics tools for real-time monitoring and reporting
• Secure authentication and authorization systems

• System scalability to support increased user load and data volume
• High-performance response time to ensure rapid searches and personalized recommendations
• Robust security protocols to protect sensitive financial data
• Reliable uptime with minimal downtime to support continuous service availability
• Compliance with relevant financial data regulations and standards

By implementing this platform, the client expects to significantly enhance user experience through faster and more personalized financial product discovery, leading to increased user engagement and conversions. The platform aims to support a threefold revenue increase and facilitate a broader product marketplace, ultimately positioning the client as a leading provider in the digital financial services sector.