Digital Platform Development and CRM Migration for Enhancing Revenue Streams in the Financial Data Sector

The client faces the need to modernize its digital offerings, migrate legacy systems, and develop scalable web platforms to support the delivery of premium financial information products. They seek a partner capable of rapid development and effective resource management to support market demands and maintain their industry-leading position.

A global provider of specialized financial market intelligence and digital publications striving to expand audience reach and revenue through innovative digital solutions.

• Develop scalable web platforms for multiple digital financial publications to enable flexible subscription management and content delivery.
• Implement a comprehensive CRM upgrade to improve customer data management, support upselling, and foster customer engagement.
• Replatform legacy data applications with new, user-friendly interfaces to enhance operational efficiency.
• Support rapid project deployment to meet fast-paced market opportunities while maintaining high quality standards.
• Enable the organization to reach new audiences and create new revenue streams through platform reuse and extension.

• Multi-tier subscription management system for digital publications
• User account registration, authentication, and personalization modules
• Content delivery engine capable of handling real-time updates and dynamic data
• CRM system with data migration, segmentation, and campaign management capabilities
• Legacy system replatforming with modern architecture, including front-end and backend overhaul
• Data analytics and reporting dashboard for business insights

• Existing data warehouses for analytics and reporting
• External payment and subscription platforms
• Email and marketing automation tools
• Legacy systems requiring data migration

• System scalability to support increasing user base and data volume
• High performance with minimal latency for content delivery
• Robust security measures to safeguard sensitive client and business data
• High availability architecture to ensure 99.9% uptime

The successful development and integration of the new digital platforms and CRM system will enable the organization to expand its audience reach, improve customer engagement, and generate new revenue streams. The initiative aims to support rapid deployment of digital products, achieving project delivery within targeted timeframes and budgets, while positioning the client as a digital leader in the financial information sector.