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Development of Integrated Retirement Plan Workflow and Sales Platform

sombrainc.com

Financial services

Business Challenges

The client currently faces significant challenges due to the lack of integration between various systems used for managing retirement plans. This results in inefficiencies in workflow, difficulties in aggregating and sharing diverse client information, and a lack of a unified platform for onboarding new clients and managing their retirement accounts. The existing systems are technically incompatible and unable to support the required hierarchy structure and multitenant access.

About the Client

A leading provider of retirement advisory and fiduciary services for small and mid-sized companies, requiring a streamlined and secure system for managing client retirement plans and facilitating client acquisition.

Project Goals

Develop an integrated system for aggregating client data from multiple sources.
Automate workflow processes for retirement plan management.
Enable efficient onboarding of new clients and their employees.
Facilitate secure and compliant management of client retirement plans.
Create a sales tool to promote fiduciary services and acquire new clients.
Generate insightful analytics from questionnaire results.
Ensure compliance with OWASP 10 and WCAG 2.0 security standards.

Functional Requirements

Document Vault: Secure storage and management of all client-related documents.
Workflow Automation: Automated processes for client onboarding, plan management, and reporting.
Questionnaire Management: Creation, distribution, and analysis of client questionnaires.
Client Portal: Secure access for clients to view their plan information and results.
Task Management: Scheduling and tracking of tasks related to client accounts.

Preferred Technologies

Java 11

Spring Framework

Hibernate

Angular 9

Azure Blob Storage

Azure MySQL

PDFBox

Non-Functional Requirements

High Performance: Fast response times and efficient data processing.
Scalability: Ability to handle increasing data volumes and user traffic.
Security: Robust security measures to protect sensitive client data (OWASP 10, WCAG 2.0 compliance).
Usability: Intuitive and easy-to-use interface.

Expected Business Impact

This project is expected to significantly improve operational efficiency by streamlining workflows and centralizing client data. It will enhance client engagement through the questionnaire module and provide a valuable sales tool for acquiring new clients. The improved data management and reporting capabilities will enable the client to offer more personalized services, leading to increased sales and a larger customer base.