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Hexaview leverages its Fintech expertise to simplify financial advisors & firms' working lives across the United States by plugging the technology gaps between the numerous software in-house, delegating your tedious tasks to our intelligent applications, developing robust, efficient & dynamic tools, processing data & introducing compatibility between various systems. Hexaview has its flagship product, ReportWa, an automated Reporting Solution, thereby letting you focus on activities that create a more excellent value.
Customer Stories
A Customized Advisor Desktop Platform
About the Company
Business Goals
- Deployment of engineers with prior knowledge about the domains
- A comprehensive evaluation of business as well as technical requirements
- Tracking the milestones with constant inputs from the client
Challenges
- The client' was finding it difficult to manage the increasing number of advisors in the existing application.
- They wanted to build more analytics on the same platform for better advisor understanding.
Solutions
- We built the solution on Oracle Database for enhanced data management
- We discussed the client's business requirements in detail to flush out the ambiguities
- Worked in tandem with the bank's existing IT team & infrastructure to provide the desired solution
Impacts
- An enterprise system fully built over the existing solution
- Improved reporting
- Practical Compliance and management reporting
- Seamless information flow among applications
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Why Hexaview
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