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Process Automation & Operational Efficiency - Cases Financial services

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Process Automation & Operational Efficiency

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Financial Platform Performance Enhancement and Modernization

Financial services

The platform needs to be optimized for performance, scalability, and resilience, providing reliable access to financial services and data. It requires robust data pipelines for accurate reporting.

AWS EC2, AWS RDS, Kubernetes...
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Develop Enhanced Financial Management System with High-Contrast User Interface

Financial services

The system must provide core financial management functionalities including portfolio diversification tools, goal setting, market trend information, and user account management. It needs an intuitive interface and multilingual support.

Webflow, Redux, Reduxsaga
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Customizable Credit Scoring System Enhancement & Microservices Architecture Implementation

Financial services

The system should automatically assess borrower creditworthiness based on various data points and provide a decision (approve or reject) for loan applications. It should offer a user-friendly interface for customizing scoring criteria and integrating with external data sources.

Java 11, Spring Boot, Spring Data...
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Financial Planning Workflow Automation & Centralized Client Management System

Financial services

The system must provide a centralized platform for managing client workflows, financial data, and reporting. It should automate tasks, facilitate collaboration, and provide real-time insights into client portfolios and business performance.

Cloud-based platform (e.g., AWS, Azure, Google Cloud), API-driven architecture, Secure data encryption...
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Enhance and Automate Quality Assurance for US-Based Banking Platform

Financial services

The system should support a full software development lifecycle QA process, encompassing test planning, test case development, test execution, defect tracking, and reporting. It must integrate with existing development tools and support various testing methodologies.

Azure DevOps, Postman, SoapUI...
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Digitalization of Bond Issuance Process for a Major Investment Fund

Financial services

The system should provide a web-based platform for investors to access market data, investment opportunities, and manage transactions. It should also include a secure document management system and automated compliance procedures.

Web-based application development, Secure document management system, API integrations for market data feeds...
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Investment Form Digitization and Automation Platform

Financial services

The system should digitize paper forms, automate data extraction and validation, integrate with existing systems, and provide a user-friendly interface for processing and quality control.

.NET, ASP, Azure Functions...
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