EMFI is the major financial service provider who offers asset and wealth management, trading, custody, and settlement driven by data driven solutions. They aim to bridge the gaps by taking a bottom-up approach to identify fragments and provide customized solutions to address the needs of Traditional banks and investment firms.
As the prominent financial service provider, EMFI was facing diverse challenges to ensure smooth and secured financial transactions. These challenges were harming their productivity and efficiency of service delivery.
Eliminating Data Breaches Ensuring robust security measures to prevent unauthorized access to sensitive financial and client data
Keeping Up with Regulations Continuously adapting the platform to comply with the ever-evolving global financial regulations
Exceeding Consumer Expectations Meeting the high expectations of users for seamless, real-time trading and account management functionalities.
Organizing Big Data Efficiently managing and processing vast amounts of financial data to provide accurate and timely insights.
Initially, we engaged deeply with stakeholders through discovery, to understand goals and what their users needed. We then created a strong product roadmap and listed technical requirements by identifying right technology to meet the expectations. We ensured from the beginning that our cloud-native system would have multi-factor authentication and be completely encrypted.
We followed an agile method to continually add, check, and improve important parts such as the client onboarding, management of the portfolio, and trading functions. The system had regular feedback loops to fulfill business goals and keep an interface user focused to present updated information. Performance, stability and security of all modules were confirmed before launch through careful QA process.
Our dedicated team of experts has provided streamlined solutions to manage financial services using a single platform to manage complex expectations. We have implemented robust security at all level and easy to navigate features
Robust Data Protection We have leveraged strong encryption protocols and multi-factor authentication (MFA) to ensure secure access and safeguard sensitive information.
Automated Regulatory Compliance Seamlessly integrated into the World-Check API to automate background checks, ensuring adherence to international regulatory standards.
Cloud-Native Infrastructure Designed and implemented a scalable, cloud-based system architecture capable of supporting increasing data volumes and user demands without compromising performance. It also ensures industry accepted infrastructure security.
User-Centric Interface Delivered an intuitive and responsive user interface featuring real-time data synchronization and simplified navigation to enhance overall usability.
Role-Based Access Control Granular access permissions for department-wise administration. This enables secure publication and management of research reports on platforms like Bloomberg and EMFI.
Client Onboarding Management Streamlined client onboarding processes with full visibility into account creation and updates. It also ensures regulatory compliance from the first point of contact.
Settlement Management Centralized tools for administrators help them efficiently track and manage all trading settlements.
Executive Insights Dashboard A comprehensive financial dashboard for senior management to monitor transactions, asset allocations, liabilities, and overall financial performance.
Portfolio & Fund Management Comprehensive portfolio visibility and fund transaction capabilities, enabling clients to add or withdraw investments with ease.
Admin Monitoring & Oversight Administrators can gain access after onboarding. Dashboards provide real-time views of client holdings and investment performance.
Our streamlined financial management software has transformed the operations of EMFI and provided secured solutions.
Faster Client Onboarding
Improvement in Operational Efficiency
Reduction in Compliance Risks
Increase in User Engagement
Faster Trade Settlement Processing
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