Redsoft

Task:

To develop an online platform for selling and managing investment portfolios of clients

To make a process of buying products usable, easy and fast for clients. To increase sales conversion

To make a personal account accessible on all type of devices

To organize the selling of mutual investment funds, fiduciary management, individual investment accounts

To reduce order processing costs

Solution:

  • User scenarios optimization

  • Personal account integrated with the website and back office of the management company

  • Integration with state information systems

  • Adaptive version. Native mobile applications. Unified API for joint work of the personal account and external marketplaces

  • Automatic clients examination across terrorist bases, invalid passports base, etc.

Result:

  • A personal account that is accessible at any platform and provides a client with a full cycle of working with products

  • Reduсtion of time for purchase from 3 working days to 15 minutes

  • End-to-end funnel calculation and several times higher conversion for new customers

  • Reduction of costs on the processing of requests for mutual fund exchange to 0

  • Reduction of costs on registration on 30%

Client review:

A convenient personal account is an indispensable tool for sales for a management company. Our partnership with Redsoft started with simple usability and design optimization of the old version of a personal account. As a result we realized that we need systematic work with key scenarios to improve user experience. And as Redsoft had already started to work with our service, we gave them this task too - among all suppliers Redsoft offer was the best. Moreover, we already had a positive experience of working together with the development and support of the official website.

All in all, we’ve got a great personal account with all the necessary functionality for a private investor.

Redsoft team was fighting for a qualitative product with great persistence and patientсe - for that I want to express my respect.

We wish the most challenging and breakthrough project for Redsoft in the future!

Surikov Yuri

Head of IT development and support

Surikov Yuri

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