Required < 2 backend engineers to integrate APIs.
Spent the initial months building a differentiated experience vs building commoditised backend infrastructure.
Went from 5 to 0 operations team due to automated reconciliations.
Successful digital transformation (relationship manager web application + sales agent mobile app + B2C investor app).
Simplified reporting for their clients via clean data and beautiful visualisations.
Integrated APIs into their backend in less than 18 days.
Used recommendations engine to power 15 year projections across different goals.
Able to get his customers KYC compliant 100% digitally instantly.
Instant withdrawal of upto ₹ 2.50L from 5+ AMCs through a single API.
Retail app rounded off the investor's expenses and invested the spare change into liquid funds. Post crossing a set threshold value, the investment switched into a recommended equity/debt fund.
App used a single API to enable instant advisory by parsing Consolidated Account Statement (CAS) and publishing beautiful reports.
CAS is the report that provides all historical investments of an investor across distributors/advisors.
Advisor enabled 1 click switch from regular to direct funds.