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Fintech Modernization

The client is a pioneering 100% online broker/dealer in Mexico, transforming investment through a unique combination of learning, sharing, and trading. Established in 2012 by Mexican investors, it offers easy access to financial markets for everyone, regardless of experience.
The challenge
The challenge our team faced was to modernize and revamp the client's previous platform in a collaborative manner. It required leveraging cutting-edge technologies and implementing best practices to transform their outdated system into a state-of-the-art software solution. The goal was to seamlessly integrate new features and enhanced functionalities while streamlining operations and staying competitive in the market. Transparent communication and agile methodologies were crucial in ensuring a smooth transition and exceeding the client's expectations with an efficient and future-proof software delivery.
The solution
  • To make it possible, we conducted a functional analysis of the new requirements and proposed market-leading improvements. Additionally, we provided support in the User Experience area to enhance application flows and interface, while also incorporating a quality assurance team.
  • We introduced new features such as a Wallet, service payments, and money transfers to boost competitiveness in the market. The aesthetic and functional revamp successfully overturned the trend of negative reviews, motivating users to re-engage with the mobile platforms and reclaiming lost ground.
  • Moreover, infrastructure work was carried out on Microsoft Azure, and we offered support in project management and launch diagrams, ensuring a seamless and successful project delivery.
Result
Through these implemented improvements, the platform achieved significant optimization, making it the perfect choice for both beginners and experienced investors. This transformation enabled it to attain a more competitive profile in the Fintech market, solidifying its position as a top-tier platform. The enhanced functionalities, improved user experience, and expanded services—such as the Wallet, payment options, and money transfers—attracted a broader user base and bolstered customer satisfaction. Overall, the project's success reinforced its reputation as a leading player in the financial technology industry.

Main characteristics

Modernization and revamping

Collaborative effort with the client's internal team to transform their outdated platform into a state-of-the-art software solution.

Market-leading improvements

Conducted functional analysis and proposed cutting-edge enhancements.

Enhanced user experience

Improved application flows and interface for a seamless and engaging user experience.

Expanded functionality

Introduced new features, including a Wallet, payment options, and money transfers, to enhance competitiveness.

Optimized platform

Resulted in considerable optimization, catering to both beginners and experienced investors.

Technologies

Swift
Kotlin
Nuxt Js
Microsoft Azure
Adobe XD
All team members resolve challenges or make the necessary adjustments in a proactive manner.

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