Compileinfy Strengthens a Financial Planning Platform with Feature Enhancements, Security Fixes, and Seamless Integrations

Compileinfy partnered with a financial planning platform operating as a fintech application, facing a chaotic environment and urgent needs for user-centric features and compliance. The client sought to enhance user flow, attract sign-ups, and address critical ISO certification and audit requirements. Compileinfy’s intervention included implementing crucial features like analytics and BBPS integration, alongside rapid bug fixes and operational monitoring with CloudWatch. This effort resulted in a significantly more functional, secure, and compliant application, setting the stage for the platform’s growth.

Services provided

Web Application Development, Mobile App Development

Industry

Fintech

Platform

Challenges faced by client

Compileinfy stepped into a project environment characterized by significant technical hurdles and an existing application that required extensive re-engineering.

Inherited Technical Debt & Unstable Codebase

The core challenge was an existing application deeply burdened with technical debt. This unstable, complex codebase contained numerous bugs, necessitating substantial refactoring and re-development to achieve stability and foundational functionality.

Critical Security & Compliance Gaps

Security was not a foundational consideration in the initial development, leading to critical vulnerabilities. This presented a major hurdle in meeting crucial compliance standards, especially for ISO 27001 certification and stringent audit requirements.

Compromised Usability & Hindered Growth

The existing user interface suffered from poor usability and an unfriendly flow. This directly impacted user experience, making it difficult to attract new sign-ups and inhibiting the platform’s growth potential.

Chaotic Project Environment & Integration Complexities

Compileinfy navigated a chaotic project environment further complicated by disparate and often poorly integrated tech stacks. This added layers of complexity to development, debugging, and system stabilization efforts.

Engagement model

Fixed Cost Model

Project duration

Ongoing

How we addressed the challenges

Implementing New User-Focused Features

We enhanced user flow and sign-ups through Google Analytics & Tag Manager integration, flexible appointment rescheduling, robust KYC verification, mobile app download popups, and targeted push notifications for the mobile app.

Developing Value-Added Services

We led the development of a comprehensive Value-Added Services module, supporting new functionalities like appointment rescheduling with legal advisors/consultants and providing a scalable framework for future expansion.

Integrating BBPS Functionality

Compileinfy seamlessly integrated the Bharat Bill Payment System (BBPS), for all utility payments thereby expanding the platform’s financial utility.

ISO 27001 Audit Preparedness

Demonstrating rapid problem-solving, we swiftly rectified critical bugs, especially those for ISO 27001 certification and strict audit requirements. Our efforts included implementing CloudWatch for robust logging and monitoring, crucial for both performance and audit trails, ensuring platform compliance and stability.

Technologies & Tools Used

React

Next JS

Postman

Docker

Jira

Jest

Results / Outcomes

Enhanced Financial Planning Platform

The implementation of key features and rapid problem-solving resulted in a more functional and robust fintech application.

Increased User Engagement & Acquisition

Improved user flow and new features positioned the platform to attract more sign-ups and enhance overall user experience.

Achieved ISO 27001 Certification Readiness

Swift bug fixes and CloudWatch implementation ensured the platform met ISO 27001 certification and audit requirements, contributing to its overall stability and adherence to standards.

Expanded Service Offerings

Seamless BBPS integration and the development of the Value Added Services module significantly broadened the platform’s utility and convenience for users.

Client Testimonial

Tony Stark
Tony Stark
General Manager, E-commerce
Compileinfy's exceptional work transformed our e-commerce platform. Their expertise, commitment, and professionalism exceeded our expectations. We're now more competitive, and they've become our trusted partner for all technical needs. Highly recommended!

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