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Development of a Scalable Custom Video Learning Platform for Financial Professionals

geniusee.com

Financial services

Education

Current Platform Limitations and Scalability Challenges

Existing WordPress-based platform lacks scalability for global institutional clients, requires secure third-party integrations, modernized design, personalized learning paths, and robust analytics. Legacy system constraints hinder efficient content management and multi-platform expansion.

About the Client

A provider of on-demand finance education courses for professionals, serving institutional clients globally

Platform Migration and Enhancement Goals

Migrate from WordPress to Laravel for enterprise scalability
Implement secure third-party integrations (payments, authentication)
Redesign system architecture for customization and growth
Develop personalized learning paths and team assignment workflows
Create intuitive business/user analytics dashboards
Establish SOC2 compliance for data security

Core Platform Capabilities

Video course library with role-based access control
User progress tracking and certification system
Team learning assignment and management tools
Customizable admin panel for content and user management
Multi-platform support (Sustainability Unlocked, etc.)
Real-time business analytics dashboard

Technology Stack Requirements

Laravel

React

PHP

AWS

Docker

Third-Party System Integrations

Payment gateways (Stripe, PayPal)
Single Sign-On (SSO) solutions
Video hosting platforms (AWS Elemental)
Email marketing systems (Mailchimp)
Analytics tools (Google Analytics)

Operational and Security Requirements

Enterprise-grade security (SOC2 compliance)
High-availability architecture with load balancing
Multi-tenancy support for institutional clients
Cross-browser compatibility (Chrome, Safari, Firefox)
WCAG 2.1 accessibility compliance
99.9% system uptime SLA

Business Transformation Outcomes

Enables global expansion through scalable architecture, increases user engagement with personalized learning paths, reduces operational costs via automated content management, and enhances market position through SOC2-certified security. Expected to support 10x user growth and multi-platform diversification within 24 months.