Fintech application

Client
Fintech innovator providing B2C financial assets management in Europe with an exclusive digital customer experience / robo-advisory based on risk appetite and personal interests, all in a flexible and trustworthy system.

Digital asset management is the future of financial investment services. The Robo-Advisory revolution enables availability of personalized assets management services which was only possible in the past to selected private banking customers.

Our customer is an online asset manager and Robo-Advisory SaaS platform which manages assets for their customers based on their risk appetite and of their areas of interest. The end-customer has absolute flexibility, they can always adjust their investment profile or investment areas at any time.

Mindit.io is facilitating the transition of the innovative application from a local market to the European market and towards the new business strategy of B2B2C. The challenges which grew from this business needs were related to white-labelling the SaaS, allowing for customizable look and feel and real-time content management in multiple languages and for multiple markets and regulatory requirements.

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