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Client
The Client is a UK-based financial technology company, that set its sights on becoming the first investment platform in the world. In terms of cost and usability, the quality of investment platforms in the UK was low, and they were all archaic and clunky, without good design, and had little concern about fees.
So, the Client came with the idea to build a platform to help customers achieve better long-term financial outcomes. The Client was looking for an application development partner to implement a mobility solution that would efficiently support its current business operations and expansion plans. The Client made the right call to choose Jelvix company based on our proven expertise in setting up enterprise solutions for the banking industry. -
Business Challenge
This Fintech platform provides solutions for core banking, products for personalized experience and insurance. The Jelvix team was responsible for the development of the customer journey modules. These modules represent only a part of the modular set offered by the banking platform. The whole set of modules can be used depending on a bank's digital strategy and a determined customer journey. The main challenge was to create a system that would be flexible to process the changes. Our team delivered functionality on the automation layer (web interface for banking workers + backend) and engagement layer (mobile devices).
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Solution
First of all, we have introduced new functionalities for individual clients and banking workers, including new types of transactions, transaction history, expansion of the admin panel, integration with banks, the option of adding a deposit, and authorization of critical actions on the website via biometric authentication.
We have also optimized the platform’s operation by fixing bugs, reducing the risk of new ones, and improving the entire deployment process. Moreover, the improvement of automatic funds transfer, bill payments, balance display, and scheduled automatic payments have made the whole payment process easier for all users. A very valuable feature was the implementation of support chat because it increases engagement and improves customer experience.
- Location
- United Kingdom
- INDUSTRY
- Fintech
- SERVICES
- UI/UX design, iOS, and Android App development, Client engagement process development, Payment gateway development, Digital wallet development, Online payment systems, QA testing.
- TECHNOLOGIES
- .NET framework 4.5, IIS, MSSQL, Microsoft Azure, Apache Camel, APIs secured with TLS accessed through several authentication providers Azure AD and Okta, jQuery, Bootstrap, HTML, CSS, XML, JavaScript, Angular, Node.js, Swift, iOS SDK, Kotlin, Android SDK.
Product Overview
Client’s goals
The main goal was to build a customer-centric platform for banks with pre-built modules allowing the construction of hyper-personalized customer journeys. The modular automation blocks should provide standard functionalities out-of-the-box so that the majority of the customer journeys are built on productized, pre-vetted, and reliable code. The collection of blocks should empower non-technical staff to create, develop, test, and deploy omnichannel and customer-facing products.

Implementation
We had a team of over 25 specialists, 4 .NET developers, a QA team, a team of business analysts, iOS and Android developers, and a team of UI/UX designers. There also were several key players: CTO, Product Owner, System Architect, and Project manager.
The first step was gathering background information on the project and collecting the scope, requirements, and business objectives. Together with the Product Owner, System Architect, and the team of Business Analysts we identified the business objectives of the platform that we needed to implement using the required technological stack.
- Defining the project vision;
- Describing the product’s target audience;
- Creating a backlog containing user stories and acceptance criteria for each user story;
- Prioritizing the order of implementation for each user story;
- Dividing the product backlog into sprints;
- Designing wireframes to demonstrate the product’s planned functionality.
- Web interface for banking workers;
- Backend for the whole platform;
- Mobile app development for iOS and Android;
- QA testing.
The business analysis stage involved the following steps:
The development workflow was divided into sprints and separated into 3 parts that went in parallel:
Value Delivered
Building a single digital platform has enabled UK Banks to transition towards being a more customer-centric and digital institution. Mentioned below are the benefits the Client gained:
- We were able to adhere to the given timeline and deliver the functional web, iOS, and Android app with all the required features;
- The Client was able to take advantage of the newest technologies and expand his business to new clients.

Project Results
Jelvix built a new banking platform with a clean and intuitive user experience from scratch. The platform is complex and multi-functional, but at the same time user-friendly. We developed the most critical features, but the product is constantly growing, and the team is still working on it currently. Today the platform is used by 850,000 users in 8 countries.