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A client portal that extended a retirement plan firm's reach tenfold

What began as one developer on a client's team became a dedicated .NET team building the client portal that let a 401(k) services firm grow tenfold in its target markets.

  • 10x

    reach in the client's target markets

Industry
Financial services
Engagement
Custom Development
Code on a developer's monitors

A 401(k) services firm used a client portal so that its staff and its customers could manage financial investments. The firm served a small market and wanted to grow its customer base in specific target industries, but the existing application was limited.

The work started with one developer from SDS, a Smart Data company, joining the client's internal team to enhance the product. As the firm acquired several other businesses, it asked for a dedicated team to build a new client portal.

The challenge

  • An existing portal too limited to support growth into new markets
  • A goal of growing specific target markets tenfold
  • New integration points needed with existing software
  • A growing business, with acquisitions adding to the demands on the platform

The solution

  • Started with one developer embedded in the client's team, making enhancements to the existing product
  • Moved to a dedicated team of five .NET developers with complementary expertise
  • Built a new client portal for both internal and external users, with the aim of getting it online as quickly as possible
  • Added integration points with the client's existing software
  • Kept improving the existing codebase to add value-based functionality

The results

  • The client portal was central to the firm extending its reach tenfold in its target markets

  • A platform both staff and customers could use, ready for a business growing through acquisitions

Where this is going

We build client portals for financial services firms that need to grow without rebuilding everything at once. If that is your situation, talk to us about scope.

Client

Industry

Financial services

Related services

Application development and modernizationStaff augmentationFinancial services

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  2. An engineer looks at what’s running

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  3. You get a written proposal

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