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Development of a Fintech Meeting Scheduling Platform

amela.tech

Financial services

Information technology

Challenges in Client Meeting Coordination

The organization faces inefficiencies in scheduling client meetings due to manual processes, leading to frequent scheduling conflicts, missed opportunities, and poor resource allocation. There is a need for an automated system to streamline appointment booking while maintaining compliance with financial regulations.

About the Client

A financial technology company specializing in digital solutions for banking and investment services

Key Project Goals

Develop an online meeting booking platform with calendar integration
Implement automated conflict resolution and reminder systems
Ensure compliance with financial data protection regulations
Enhance client engagement through seamless scheduling experiences

Core System Requirements

User authentication with role-based access control
Real-time calendar synchronization with Outlook/Google Calendar
Video conferencing integration (Zoom/MS Teams)
Automated appointment reminders via SMS/email
Secure client information storage with GDPR compliance

Technology Stack Preferences

React.js for frontend development

Node.js with Express framework

MongoDB for database management

AWS cloud infrastructure

WebRTC for real-time communication

System Integration Needs

Microsoft Graph API for calendar access
Google Calendar API
Twilio for SMS notifications
Stripe payment gateway for premium features

Performance and Security Requirements

99.9% system availability SLA
End-to-end encryption for all communications
Support for 10,000 concurrent users
Compliance with PCI-DSS and SOC 2 standards

Expected Business Outcomes

Implementation of this platform is projected to reduce scheduling conflicts by 85%, increase client satisfaction scores by 40%, and decrease administrative overhead by 60%. The solution will enable faster client onboarding and improve overall operational efficiency while maintaining strict regulatory compliance.