Capital Numbers Helps Fintech Client Quickly Launch Innovative Financial Advisory Platform
Download this case study The Client
A UK-based fintech company aimed to modernize financial advisory services by replacing outdated, manual processes with a seamless digital platform. Their vision was to enhance client-advisor interactions and improve operational efficiency. However, limited technical expertise and hiring challenges stalled their progress, delaying the platform’s launch. To overcome these roadblocks, they turned to Capital Numbers for IT Staff Augmentation.
Industry
Finance
Tech Stack
React, Rails, PostgreSQL, DocuSign, iAM Smart, Singpass, Twilio, Chartkick, AES -256 Encryption, AWS
The Challenges
Limited Technical Resources
The client struggled to find and hire skilled developers locally due to talent shortages and high recruitment costs.
Project Delays
The incomplete platform lacked essential digital tools, including e-signatures, identity verification, secure communication, and advanced reporting.
Operational Inefficiencies
Manual processes such as in-person meetings and paperwork slowed down financial advisory workflows, reducing efficiency and scalability.
Security risks emerged due to reliance on physical document handling, increasing compliance concerns.
These challenges hampered the company’s ability to launch and scale its platform, delaying its market entry and business growth.
Solutions We Offered
Capital Numbers deployed a dedicated IT Staff Augmentation team to address the client’s technical and operational challenges through:
Understanding Client Needs
Conducted an in-depth analysis of project objectives, technical roadblocks, and business goals to tailor a strategic development plan.
Rapid Resource Allocation
Quickly onboarded highly skilled developers proficient in the required technologies, ensuring seamless knowledge transfer and minimal project downtime.
Seamless Integration
Integrated our developers directly into the client’s team, working collaboratively to accelerate development without disrupting existing workflows.
Flexible Scaling
Allowed the client to dynamically adjust team size and expertise based on project needs, ensuring agility and cost-effectiveness.
Key Deliverables
Capital Numbers successfully delivered the following:
- Code Optimization: Enhanced the platform’s stability and performance (React Frontend and Rails Backend).
- Microservices Architecture: Developed a scalable and adaptable infrastructure to support future growth.
- Crucial Integrations:
- DocuSign: Enabled secure and legally binding electronic signatures.
- Singpass & iAM Smart: Automated client identity verification, ensuring regulatory compliance.
- Twilio: Integrated secure video conferencing for remote client-advisor interactions.
- Xero: Automated financial operations, including invoicing and accounting.
- SendGrid & Outlook: Enhanced email communication reliability.
- Chartkick: Implemented data-rich dashboards for performance tracking and insights.
- Advanced Security Measures: Applied AES-256-GCM and SHA256 encryption to ensure data security and regulatory compliance.
- AWS Cloud Deployment: Provided a reliable, scalable, and secure cloud infrastructure for seamless platform operation.
Results
Rapid Project Completion
The platform was fully developed and launched within 12 months, significantly reducing time-to-market.
Cost Savings
The client avoided high hiring and operational costs, achieving cost-efficient development.
Operational Efficiency
Automated processes drastically reduced manual tasks, allowing advisors to focus on client engagement and strategy.
Improved Security & Compliance
Enhanced data security and regulatory adherence through advanced encryption and digital identity verification.
Scalable and Adaptable Solution
A microservices architecture and AWS deployment ensured long-term scalability and flexibility.
Why Capital Numbers’ IT Staff Augmentation?
Fast Access to Talent
Immediate access to experienced developers with fintech expertise.
Cost Efficiency
Reduced hiring and operational expenses compared to in-house recruitment.
Flexible Team Scaling
Ability to scale resources up or down based on evolving project needs.
Increased Productivity
Dedicated specialists helped accelerate platform completion with seamless integration into the client’s team.
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Frequently Asked Questions
Based on the information provided about Capital Numbers, here arefive frequently asked questions (FAQs) and their answers
We offer a wide range of services, including:
- Digital Engineering: Custom software development, enterprise systems, automation tools.
- Web Development: Dynamic websites, e-commerce platforms, CMS solutions.
- Mobile App Development: iOS & Android apps, cross-platform solutions, app maintenance.
- QA (Quality Assurance): Automated and manual testing for error-free software.
- Cloud Engineering: Cloud migration, cloud infrastructure management.
- Data Engineering & Analytics: Data integration, data warehousing, data visualization, predictive analytics.
- AI/ML/GenAI: AI-driven analytics, machine learning solutions, generative AI applications.
- UI/UX Design: User interface design, prototyping & wireframing.
- Emerging Tech: AR/VR development, blockchain development.
We offer two distinct engagement models:
- Project-Based Development: Tailored solutions for defined goals, ideal for short-term projects.
- Dedicated Development Teams: Seamless integration, scalable solutions for long-term partnerships.
We have clients in various countries, including:
- USA
- UK
- Canada
- Australia
- Ireland
- Switzerland
- Saudi Arabia
- Indonesia
- UAE
- Israel
- Italy
We have received numerous awards, including:
- Clutch Top 1000 B2B Companies
- Financial Times High-Growth Companies
- The Economic Times India's Growth Champions
- Dun & Bradstreet Leading SMEs of India
- Manifest Global Awards
- Clutch Global Leaders
- Clutch Champion Awards
- GoodFirms: Trusted Choice Awards
- GoodFirms: Best Company to Work With
We were founded in 2012.
We are ISO 9001 and ISO 27001 certified, demonstrating quality and data security standards.
We create dynamic websites, e-commerce platforms, and manage content with user-friendly solutions.
We develop iOS & Android apps, cross-platform solutions, and provide ongoing maintenance.
We offer data integration, warehousing, visualization, and predictive analytics for data-driven decisions.
We offer AI-driven analytics, machine learning solutions, and generative AI applications for various needs.
Innovation, quality, client satisfaction, integrity, and teamwork are core values that guide our operations.
We aim to become a global leader in digital solutions, continuously innovating and empowering businesses with cutting-edge technology.
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