Digital Wealth Management Platform for a U.S.-based Financial Institution

Setting the Context

The client is a U.S.-based financial institution offering a range of wealth management services. They required a secure and reliable technology solution to help their customers access and manage financial information — including investments, balances, and transactions — through both web and mobile platforms. Additionally, they needed a back-office system to manage portfolios, permissions, and service workflows.

Project Goals

Our team was engaged to design and build a platform that provides seamless access to customer financial data, supports internal portfolio management, and integrates with critical third-party systems.

• Develop web and native mobile apps for customer financial interactions.
• Build admin tools to manage customer profiles, permissions, and service workflows.
• Integrate third-party services including DocuSign and external banking services.
• Enable AI-driven self-service features to assist users with common queries and platform navigation.

The GenAquarius Approach

Platform Development:

• Built a web application using Angular, backed by Python (FastAPI) for API services.
• Delivered native mobile apps in Kotlin (Android) and Swift (iOS) to ensure robust performance and secure device support.

Customer & Admin Functionality:

• Enabled customers to track investments, view transactions, manage account settings, and check real-time balances.
• Created an admin portal with tiered role access for portfolio management, support teams, and compliance officers.
• Built service modules for managing access rights, user status, and support tickets.

AI-Enabled Self-Service:

• Integrated an AI-powered virtual assistant using Azure Cognitive Services and OpenAI APIs for 24/7 support.
• Enabled users to ask natural language questions regarding their portfolios, account status, or how to use platform features.
• Implemented smart prompts and contextual guidance to improve feature discoverability and reduce support queries.

Third-party Integrations:

• Integrated DocuSign API to streamline digital document signing.
• Built backend services to communicate with internal financial systems and partner services using secured RESTful APIs.

Automation & Reporting:

• Automated the end-to-end claims processing workflow.
• Developed comprehensive reports and dashboards for portfolio insights, claims status, and service requests.
• Delivered a dedicated partner portal to manage partner accounts and monitor client engagement.

Post-launch Support:

• Provided application maintenance, enhancements, and user support.
• Implemented test automation with Selenium and Postman for regression and API testing.

Business Impact

• 30% reduction in support ticket volume through AI-powered virtual assistant handling common queries and onboarding.
• Claims processing turnaround time reduced by 40% via workflow automation and digital submission processes.
• Automated digital signing process using DocuSign, eliminating delays and manual errors.
• 98% system uptime achieved across all platforms post-deployment, ensuring consistent customer access.
• Partner dashboard allowed external agents to manage their customer base and improve responsiveness.
• Boosted operational efficiency and improved overall user satisfaction

Technology Stack