Developing an asset management application for a private bank

Developing an asset management application for a private bank

Key challenges

​Our customer needed a tool that provides a web-based form and workflow solution to manage new activities administrated by the Risk team. ​Forms must support a lot of information (> 200 fields) with complex business rules (field dependencies, status / role related business rules). ​​Custom workflow that involve a dynamic set of stakeholders and follow their tasks on the current activities.

Our approach

​We proposed a project in 3 phases:

Benefits

This project was launched at the same time as several projects (New Instrument Approval Process – 200 days // Product Approval Process – 240 days etc.). It included a set of tools that facilitated the development of complex forms: §

Our client thus benefited from an improved digital workplace, with a much better collaboration between all the teams involved in the activities administrated by the Risk department. The communication has been centralized in a tailor-made and dedicated tool adapted to the business of the company, and it enabled to drastically reduce the amount of emails sent, with a useful system of notifications for ever employee concerned by a process.

Technologies