linked telegram
info@smartsoftwaredesign.tech

Treasury and Clearing solution

  • #business requirements document
  • #project management
  • #acceptance

Business Goals

B2B project, consulting and technical design – solution development for financial transactions processor

Automation of payments and transactions reconciliation. Create API integrations, reduce settlement risk, manage FX exposure, create a BI solution to analyze business metrics.

Solutions

Subject matter expert was brought, who had 12 years of experience as a business architect and project owner for transaction solutions at international bank in London.”

  • Development of a cloud-based solution.
  • Technical design by Agile
    • customer Journey Map,
    • ERD and database design,
    • user stories.
  • Architecture
    • micro services structure design,
    • tech stack selection.
  • Qlik sense.

Value Delivered

  • The software was delivered
    on time, within budget along with Clients’ requirements.
  • Multi-team management: designers, software engineers and lawyers.
  • Selection and engagement of co- contractors, orchestrating teams joint work.
  • Software testing and acceptance management framework.

    • Implementation details

  • Audit of of Anchor client’s business processes, development of “as is” and “to be” stages, deep interviews with the stakeholders.
  • Design of Entity relation diagram and full database structure > 100 tables.

    • Tech stack selection, top-level architecture,
    Developing Business requirements consisting out of 11 user scenarios

  • Implementing a tender procedure to select a software engineering Co from the market
  • Daily project management.

    • Related cases

    Financial Industry
    BI solution, top tier international bank
    Sales and trading business of a top tier bank

    BI solution created for client analytics, expanded to trading, enterprise BI, CRM, regulatory reporting, controls, trader surveillance.

    Financial Industry
    CRM 
 solution
    Value delivered

    New CRM system became a one stop shop for client management and analytics.

    Financial Industry
    NextGen Loyalty platform
    Value delivered

    Loyalty program using of tier- based product bundles driven by customer CLTV and gamification elements.

    Or leave your details and we'll get back to you within one working day