Financial Services
Digital Relationship Manager Application Built for India’s Largest Banking Institution
Enabling structured financial planning and stronger client relationships through a centralized digital platform
60%
Increased Transactions
3X
Lower Operating Costs
Increased Customer Engagemnet
Client Overview
The client is the largest banking institution in India, serving millions of customers through a vast network of branches, relationship managers, and digital touchpoints. As its customer base expanded, so did the complexity of managing personalized financial planning, investment guidance, and performance tracking across teams.
Challenge
- No dedicated digital portal to deliver timely and detailed product information to customers
- Lack of an integrated information system to surface accurate, real-time financial and product data across channels
- Limited visibility into employee performance, making it difficult to track sales activity and outcomes
- Operational inefficiencies caused by manual follow-ups and disconnected systems
Our Approach
Sthenos designed and developed a digital relationship manager application focused on usability, performance, and real-world banking workflows.
Centralized Client and Product Information
The application provided relationship managers with structured access to financial products, investment plans, and customer-specific information through a single interface.
Real-Time Data Availability
Systems were designed to deliver accurate, up-to-date information to both employees and customers, reducing delays and inconsistencies in financial planning conversations.
Performance Visibility
Built-in tracking allowed managers to monitor employee activity and transaction performance, enabling data-backed decisions and accountability.
Optimized User Experience
The platform emphasized speed, responsiveness, and simplicity to ensure adoption across teams without extensive training.
Technical Spotlight
- Lightweight, Responsive Interactions: Ajax was used to minimize network load and enable faster page updates, resulting in a smoother and more responsive user experience.
- Optimized Application Performance: The backend was developed using ASP.NET MVC, with optimized code structures to support secure, scalable workflows aligned with enterprise banking requirements.
- Efficient Data Management: MySQL was used to improve the speed and reliability of data operations, supporting real-time performance tracking and financial calculations.
- Enterprise-Grade Stability: The architecture was designed to support continuous usage by relationship managers across regions without performance degradation.
Solution Delivered
- Relationship managers could manage client portfolios and financial plans digitally
- Customers received improved assistance for mutual fund and investment-related services
- Managers gained visibility into real-time transaction performance and employee activity
- Advanced calculators and tracking tools supported data-driven financial discussions
Results
- 60% increase in transaction volume, driven by faster and more informed financial planning
- 3× reduction in operating costs, achieved through streamlined workflows and reduced manual effort
- Improved customer engagement, supported by timely information and consistent interactions
- Better performance tracking and operational transparency across teams
Tech Stack
