Modern Single-Page FX Management Platform for Enhanced International Payment and Exposure Automation

The client faces limitations with their existing FX management system, including a lack of modern UI, outdated architecture, and inefficient development workflows. Their platform struggles to scale, provide seamless user experience, and support a growing global client base, resulting in missed market opportunities and reduced customer engagement.

A mid-sized enterprise specializing in international currency exchange, payments, and FX transaction automation, seeking to upgrade its client-facing FX management platform.

• Develop a new, user-friendly, single-page application (SPA) to replace legacy FX management interfaces.
• Enhance platform scalability to support a rapidly expanding international client base, targeting growth from 2,000 to over 5,100 clients across multiple countries.
• Streamline frontend development processes through modular UI architecture and style standards, facilitating easier maintenance and feature updates.
• Improve UI responsiveness and visual consistency using modern styling practices and template management.
• Enable seamless migration from legacy frameworks to modern technology stacks without disrupting existing core functionalities.

• Migration of existing platform functionalities to a new SPA architecture for improved responsiveness and user interaction.
• Setup of a separate UI repository with style guidelines based on pattern-based styled components to ensure design consistency.
• Support for legacy applications written in Backbone.js during the transition phase.
• Implementation of UI components following BEM (Block Element Modifier) guidelines for modular styling and maintainability.
• Pixel-perfect styling and transition to data-separated templating systems (e.g., Haml or equivalent).
• Development of a comprehensive CSS style guide to ensure uniform look and feel across the application.

• Legacy FX management apps written in Backbone.js during migration
• External payment gateways and currency data providers
• Existing backend APIs for FX transactions, currency exposure, and automation tools

• Scalable architecture capable of supporting increased user load to ensure smooth performance as client base grows.
• Responsive UI with fast load times (e.g., sub 3-second initial load for the SPA).
• Security compliance for financial data and user authentication, adhering to industry best practices.
• Maintainability through modular UI components, style guides, and clear code separation.

The new FX management system is expected to significantly enhance user experience, enabling the client to expand its customer base from 2,000 to over 5,100 clients across 158 countries. The modernization effort aims to streamline platform development, improve responsiveness, and support scalable operations, ultimately increasing market competitiveness and industry recognition through awards and accolades.