Streamlining Content Management & Investment Analysis for a major Financial Services Corporation.
Industry:
Financial Services
Technology Used:
Microsoft SharePoint 2016
AgilePoint Workflows
SharePoint Designer 2013
Custom Content Propagation Tool
SharePoint Provider-Hosted Apps
Client:
A large, US-based multinational corporation in the financial services domain.
Requirement:
Solution Delivered:
Automated Content Migration:Developed a custom content propagation tool, leveraging AgilePoint workflows, to automate content migration between environments. This eliminated manual configuration and increased deployment efficiency.
Real-Time Data Display:Built SharePoint Provider-hosted apps to display real-time product data directly within the portal. This provided customers with up-to-date information for informed investment decisions.
Investment Analysis Platform:The SharePoint portal served as a centralized hub for customers to access and analyze investment trends, empowering data-driven investment strategies.
Results:
The client was able to get the following results –
Reduced Deployment Time:Automated content migration significantly reduced deployment time across development, UAT, and production environments.
Enhanced User Experience:Real-time product data integration provided customers with a more informed and streamlined user experience.
Improved Investment Decision-Making:Centralized access to investment trends within the portal facilitated data-driven investment analysis for customers.