Budget & Personal Finance Application
Published on Jul 12 2024
Overview
Client Location
USA
Industry
Personal Finance
Need
User-friendly mobile app for budget planning, expense tracking, and financial goal setting.
Ratnaafin is a rapidly growing non-banking finance company (NBFC) in India, part of the esteemed Ratnamani Group. With over 38 years of experience, Ratnaafin offers a comprehensive range of financial solutions tailored to the needs of micro, small, and medium enterprises (MSMEs)
Challenges
Ratnafin faced challenges in streamlining their loan processing operations, including building booklets and files, automating data entry and document handling, and integrating with LOS, LMS, eSignature, and eStamp procurement systems.
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Developing a user-friendly mobile application for budget planning, expense tracking, and financial goal tracking.
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Integrating multiple data sources, including assets and stocks, into a cohesive platform.
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Enabling family collaboration while ensuring data privacy and security.
Solution
FintegrationFS developed a mobile app for budget planning, expense tracking, and goal setting, integrating financial data with secure family collaboration features.
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Automated Document Assembly: Implemented automation for document creation, significantly reducing manual effort.
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Operational Efficiency: Achieved a time savings of 80% for the operations team through automation and streamlined processes.
Components
Impact
Effective Finance Management
Enabled users to manage personal finances effectively
Real-Time Expense Tracking
Increased user engagement with real-time expense and goal tracking.
Secure Family Collaboration
Facilitated secure family collaboration in financial planning
Technology Stack
AWS
Flutter
React
Node.Js
Apigee
