Streamlining Content Management & Investment Analysis for a major Financial Services Corporation.

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.
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