Development of an Intelligent Financial Product Search and Management Platform

The client faces difficulties in providing a comprehensive, fast, and user-friendly platform for consumers to effectively search for, compare, and receive personalized recommendations for financial services such as loans, insurance, mortgages, credit cards, and savings. Existing systems lack intelligent guidance, leading to suboptimal matching and reduced user engagement.

A rapidly growing fintech company specializing in transforming how consumers search, compare, and access financial products through innovative digital solutions.

• Develop a highly responsive and comprehensive online platform enabling users to search and compare a wide array of financial products.
• Implement personalized offer recommendation functionality based on user data and preferences.
• Create an internal analytics dashboard for real-time monitoring, reporting, and customization of marketplace offerings.
• Achieve a significant increase in platform efficiency, user satisfaction, and conversion rates.
• Sustain platform growth to attract investor interest and enable future scaling.

• A smart, rule-based search engine guiding users to suitable financial products based on individual profiles.
• Data collection and processing modules for gathering user input and transaction data.
• Personalized offer presentation system tailored to user preferences and financial history.
• An analytics dashboard providing real-time insights into marketplace performance, user engagement, and offer management.
• A content management interface for editing and updating financial product information and rules.

• Bank APIs for transaction data and account information
• External financial data providers for product details and market data
• Analytics tools for tracking and reporting platform metrics

• High scalability to support increasing user volume and data throughput
• Low latency responses to ensure fast search and recommendation performance
• Data security and compliance with financial data regulations
• System availability of 99.9% uptime

By deploying this platform, the client aims to triple revenue through improved user engagement, more accurate product matching, and streamlined management tools. The initiative is expected to significantly increase the market share as a leading search engine for financial services, attracting substantial investor interest and facilitating sustained growth.