Logo
  • Cases & Projects
  • Developers
  • Contact
Sign InSign Up

Here you can add a description about your company or product

© Copyright 2025 Makerkit. All Rights Reserved.

Product
  • Cases & Projects
  • Developers
About
  • Contact
Legal
  • Terms of Service
  • Privacy Policy
  • Cookie Policy
Financial services - Development Cases

Industries

  • Medical1172
  • Business services1043
  • Financial services1038
  • Media676
  • Logistics605
  • Information technology578
  • Education496
  • Retail454
  • eCommerce412
  • Hospitality & leisure397
  • Manufacturing379
  • Advertising & marketing276
  • Real estate273
  • Construction249
  • Non-profit231
  • Energy & natural resources228
  • Automotive220
  • Consumer products & services212
  • Government178
  • Other industries173
  • Sports153
  • Food & Beverage149
  • Insurance142
  • Telecommunications141
  • Gaming123
  • Legal113
  • Utilities70
  • Health & Fitness69
  • Human Resources43
  • Agriculture37
  • GPS35
  • Gambling22
  • Environmental Services16
  • Security9
  1. Industries
  2. Financial services

Financial services

Explore our collection of cases from the Financial services sector. Learn how expert teams solved problems and achieved results.

Innovative Digital Branding and App Design for a Next-Generation Cash Management Platform

Financial services

Develop a comprehensive branding system—including logo design, visual assets, and usage guidelines—and create an application with core functionalities for real-time cash management, seamless data exchange, and integration with external financial technology providers.

Modern mobile development platforms (e.g., cross-platform frameworks like React Native or Flutter), Cloud infrastructure supporting scalable deployment, AI and machine learning tools for enhanced decision-making...
Read more

Development of a Digital Client Onboarding and Management Platform for Financial Services

Financial services

Develop an integrated web portal with tools for client financial assessment, digital signing, document upload, and account management, supporting both desktop and mobile devices.

Responsive web application compatible with PCs and mobile devices, Secure digital signature technologies (e.g., cryptographic signing protocols), Data encryption for sensitive client and legal information...
Read more

Development of a Next-Generation Sales Enablement Platform for Financial Product Quoting and Client Onboarding

Financial services

A user-friendly, scalable digital platform providing seamless client onboarding, insurance quoting, financial modeling, and CRM integrations usable across devices.

Cloud platform architecture (e.g., AWS) for scalability and security, Responsive web application development frameworks, CRM and financial tools integration APIs...
Read more

Development of a Customizable Admin Panel with Template Management for B2B SaaS Payment Platform

Financial services

A robust system allowing clients to design, customize, and deploy administrative dashboard templates, with real-time preview and editing capabilities, integrated through API with the backend services.

Modern JavaScript frameworks such as Angular and Vue.js, Backend API interaction through RESTful APIs, Responsive UI design principles...
Read more

Development of a Professional WordPress Website for Accounting and Financial Services Firms

Financial services

A content-managed WordPress website with integrated contact features, service listings, location maps, multimedia display, and testimonials to support client engagement and brand presentation.

WordPress CMS platform, Responsive design frameworks (e.g., Bootstrap or equivalent), Custom themes and plugins as necessary...
Read more

Development of a Modular Cross-Platform Employee Expense Management and Reporting Application

Financial services

Design a cross-platform mobile application enabling employees to upload receipts, input expenses, track mileage, manage personal profiles, and generate expense reports. Integrate collected data with a central dashboard for administrative oversight and financial analysis. Support whitelabel customization for different client brands and market-specific needs.

Flutter framework for cross-platform app development, Modular architecture patterns such as Flutter Modular for scalability and flexibility, Dynamic configuration files for client-specific customization...
Read more

Development of a Multilingual Online Currency Trading and Transfer Platform with Partner Management

Financial services

A comprehensive platform enabling currency trading, secure money transfers, multiuser management, and partner collaborations with multilingual support.

Web development frameworks supporting multilingual features (e.g., React, Angular)., Robust backend technologies (e.g., Java, Node.js) for secure transaction processing., Localization and internationalization tools for multilingual support....
Read more

AWS Cloud Infrastructure Optimization for Financial Data Aggregation and Risk Assessment

Financial services

Develop a system for comprehensive database evaluation and optimization, including restructuring data warehouse schemas, standardizing client identifiers, and enhancing data retrieval efficiency. Implement cloud infrastructure adjustments such as resource fine-tuning, indexing, and caching to improve performance and reduce costs.

Cloud computing platform with scalable resource management, Database optimization techniques including indexing and query tuning, Data warehousing for structured and quick-access data storage...
Read more

Automated Proposal Generation and Client Portal Enhancement for Financial Service Firm

Financial services

Development of an AI-powered proposal generation system, a unified cloud-based data repository for policy information, an enhanced CRM for rapid data access, and a mobile application enabling real-time portfolio and policy management.

Cloud-based infrastructure (e.g., scalable cloud storage and computing platforms), AI and machine learning frameworks for data analysis and content generation, APIs for CRM and external data integrations...
Read more

Development of a User-Friendly Trading Platform with Empowered In-House Development Capabilities

Financial services

Build a web-based trading platform focused on reliability, user-friendliness, and maintainability, with tools for creating and managing trading strategies communicated in plain English.

Web application built on Ruby on Rails or equivalent frameworks focusing on maintainability, Readable and modular code architecture, Plain language processing for user commands and system communications
Read more

Development of a Cryptocurrency Trading and Staking Platform with Custom Design and Security Features

Financial services

A comprehensive web application enabling token swaps, staking, farming, analytics, and user management, integrated with blockchain protocols through custom APIs and secure smart contracts.

Next.js for frontend development to enable fast load times, SEO optimization, and scalability., Laravel or equivalent backend framework for admin panel and server-side operations., Blockchain integrations using Web3.js or Ethers.js for smart contract interactions....
Read more

Proactive Chargeback Prevention and Automated Dispute Management Platform

Financial services

The platform must integrate with external alert providers and multiple payment systems to provide real-time dispute alerts, automate refunds, support dynamic billing, and offer intuitive dashboards for merchants and support teams.

AWS Lambda for serverless functions, AWS Fargate for containerized deployment, AWS Step Functions for orchestrating workflows...
Read more

Explore by tags

AI-Driven Customer Solutions

Applications utilizing AI (e.g., chatbots, voice assistants, personalization engines) to enhance customer support, engagement, and experience.

AI-Driven Risk, Fraud & Compliance Automation

Systems employing AI for fraud detection, risk assessment, anti-money laundering (AML), and automating compliance processes.

Blockchain, Cryptocurrency & DeFi Solutions

Platforms leveraging blockchain technology for cryptocurrency exchanges, wallets, NFT marketplaces, tokenization, and decentralized finance (DeFi).

Cloud Infrastructure & System Modernization

Services related to cloud migration, infrastructure optimization, DevOps, and modernization of legacy financial systems.

CRM, Client Onboarding & Engagement Portals

Platforms for customer relationship management, digital client onboarding, self-service portals, and enhancing overall client engagement.

Data Analytics, BI & Reporting Platforms

Tools for financial data aggregation, analysis, visualization, business intelligence, and generating reports for insights and decision-making.

Digital & Mobile Banking Platforms

Core platforms for online and mobile banking services, neobanking solutions, and digital transformation of traditional banking.

Enterprise & General Financial Platforms

Broad platforms for enterprise-wide financial operations, general financial management, or multi-functional digital service delivery.

Financial Education & Advisory Platforms

Applications providing financial literacy tools, educational content, investment advice, and financial planning resources.

Lending, Credit & Mortgage Platforms

Systems for loan origination, credit scoring, mortgage processing, debt management, and other lending-related services.

Payment Processing & Transaction Platforms

Solutions for managing and processing various financial transactions, including payments, invoicing, payroll, and fund transfers.

Process Automation & Operational Efficiency

Applications automating financial workflows, document management, bookkeeping, expense management, and optimizing operational processes.

Regulatory Technology (RegTech) & Compliance Management

Solutions focused on helping financial institutions meet regulatory requirements, including KYC/KYB, transaction monitoring, and compliance reporting.

Team Augmentation & Specialized Development Services

Services focused on scaling development teams, providing specialized FinTech engineering talent, and offshore development capabilities.

Trading & Investment Management Platforms

Applications for trading stocks, forex, derivatives, and managing investment portfolios, including robo-advisory and wealth management tools.

Web Development, Branding & Digital Presence

Development and redesign of websites, marketing platforms, and branding initiatives for financial entities to enhance their digital presence.

1 / 87