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Development of a Secure Cross-Platform Mobile Investment Management Application
  1. case
  2. Development of a Secure Cross-Platform Mobile Investment Management Application

Development of a Secure Cross-Platform Mobile Investment Management Application

e-point.com
Financial services
Information technology

Identified Challenges in Digital Asset Access and Client Engagement

The client faces limitations in providing secure, convenient, and real-time access to investment products and trading services via mobile devices. Existing systems lack modern features such as biometric authentication, instant notifications, and seamless updates, hindering user satisfaction and competitive positioning in a rapidly evolving digital market.

About the Client

A leading investment management firm seeking to enhance client engagement through a mobile platform, offering investment funds and trading services to retail and institutional investors.

Goals for Developing a Next-Generation Mobile Investment Platform

  • Develop a secure, native-like mobile application for Android and iOS to enable investors to access and manage their investments effortlessly from smartphones.
  • Implement advanced security measures, including data encryption and secure storage, to protect sensitive user information.
  • Enable biometric login options (fingerprint and facial recognition) for quick and secure user authentication.
  • Support real-time push notifications to inform users instantly about new offers, market movements, and account alerts.
  • Facilitate rapid deployment of updates and new features without frequent app re-submissions, ensuring agility and continuous improvement.
  • Achieve high user adoption rates with several thousand activations shortly after launch, strengthening market competitiveness.

Core Functional Capabilities for the Mobile Investment Application

  • Secure user login with biometric authentication (fingerprint and facial recognition).
  • Integration with existing trading and transaction platforms via embedded web views or APIs.
  • Real-time push notifications for investment offers, market updates, and account alerts.
  • Native interface design optimized for both Android and iOS platforms for seamless user experience.
  • Ability to support rapid updates and feature rollouts without full app re-submissions.
  • Secure data encryption and storage conforming to international security standards.

Preferred Technologies and Architectural Approaches

Cross-platform development frameworks such as React Native for unified codebase.
WebView for seamless integration with existing web-based trading platforms.
Modern encryption standards and biometric authentication SDKs for security.
Push notification services compatible with both Android and iOS.

External System Integrations Needed

  • Existing trading and transaction management systems for data synchronization.
  • Push notification services for real-time alerts.
  • Security modules for biometric authentication and encrypted data storage.

Key Non-Functional System Requirements

  • High security standards including data encryption and secure data storage.
  • Scalability to support thousands of concurrent users.
  • Performance optimized for minimal latency in data retrieval and transaction processing.
  • Rapid update deployment mechanism to push app enhancements without full releases.
  • High availability and fault tolerance to ensure continuous service.

Projected Business Outcomes and Strategic Benefits

The implementation of the mobile investment management application is expected to significantly increase client engagement, with several thousand new app activations shortly after launch. It will enhance user satisfaction through secure, convenient access to investment services, improve market competitiveness, and support ongoing digital transformation efforts, ultimately strengthening the client’s position as an innovative leader in the financial services industry.

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