Modernizing Deal Management Platform for Financial Institutions with Scalable CRM and Deal Execution Features

The client operates with an aging and inflexible legacy infrastructure based on outdated SharePoint systems, which hampers efficient deal execution and integration with third-party financial data providers. Their growing client base and expanding service offerings require a more scalable, agile, and connected platform that supports mobile access and advanced data integration.

A mid-sized financial technology company providing advanced CRM and deal management solutions to traditional financial institutions seeking digital transformation and integration with external financial data sources.

• Develop a modern, web and mobile-compatible platform to streamline deal management processes for financial professionals.
• Ensure platform scalability to support an expanding client base, aiming to double the current number of active users or clients supported.
• Enable seamless integration with external financial data providers and third-party systems to enhance data accessibility and analytics.
• Incorporate AI and cloud technologies to facilitate intelligent modules that improve decision-making and operational efficiency.
• Create a flexible architecture that allows rapid deployment of new features and modules to adapt to evolving customer needs.

• Responsive web and mobile interfaces for deal execution and client engagement
• Robust deal pipeline and lifecycle management tools
• Integration modules for connecting with external financial data providers and third-party systems
• AI-powered modules to assist with analysis, insights, and automation
• Secure data storage and management using cloud infrastructure
• Real-time notifications and collaboration features
• Advanced search and OCR capabilities for document processing
• Support for multi-platform deployment (web and mobile, including hybrid solutions)

• Financial data providers for real-time market and transaction data
• Third-party CRM, compliance, and analytics systems
• Document management and OCR services
• Notification and messaging services

• Scalability to support at least double the current client base or active users
• High performance with minimal latency for real-time deal processing
• Robust security protocols including data encryption and access controls
• Reliable cloud deployment with zero downtime and disaster recovery plans
• Maintainability with modular architecture to facilitate rapid feature updates

The implementation of a scalable, integrated deal management platform will enable the client to double their client portfolio, support over 25,000 deal professionals, and significantly accelerate deal closing times through enhanced data access and automation. The platform’s flexibility and modern architecture are expected to improve operational efficiency, reduce system downtime, and facilitate continuous innovation in product offerings.