Capital Numbers Helps Fintech Client Quickly Launch Innovative Financial Advisory Platform

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A UK-based fintech company aimed to modernize financial advisory services by replacing outdated, manual processes with a seamless digital platform.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.jsRailsPostgreSQLDocuSigniAM Smart

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.

Provided a reliable, scalable, and secure cloud infrastructure for seamless platform operation.