Digital Relationship Manager Application Built for India’s Largest Banking Institution
NeoSOFT delivered this project. It is shown as an example of work, not as Sthenos past performance.
Updated
Enabling structured financial planning and stronger client relationships through a centralized digital platform
Client Overview
The client is a large 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
NeoSOFT 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
- Increased transaction volume, driven by faster and more informed financial planning
- Reduced 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
A digital relationship manager application for a banking institution in India, giving relationship managers one interface for financial products, investment plans and customer information. As the bank's customer base expanded, personalized financial planning, investment guidance and performance tracking had grown harder to manage across teams.
A banking institution working through branches, relationship managers and digital touchpoints.
Relationship managers use the application across regions without performance degradation.
With their managers, who track activity, and customers, who get investment assistance.
An optimized ASP.NET MVC backend, Ajax for faster page updates, MySQL for data.
On this page
- The bank's four gaps, and what the application delivered
- How a planning conversation runs on the app
- Three roles on one application
- Related banking and .NET pages
The bank's four gaps, and what the application delivered
The case study's four challenges, set beside its four Solution Delivered items.
What the bank lacked
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
What the application delivered
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
How a planning conversation runs on the app
Set in the order a client conversation uses them, the application's capabilities read as four steps.
- Open the client viewRelationship managers get structured access to financial products, investment plans and customer-specific information through a single interface.Relationship manager
- Plan with current numbersAdvanced calculators and tracking tools support data-driven financial discussions, on accurate, up-to-date information.Relationship manager and customer
- Serve the customerCustomers receive improved assistance for mutual fund and investment-related services.Customer
- Review performanceManagers see real-time transaction performance and employee activity, for data-backed decisions and accountability.Manager
Three roles on one application
Who uses the application, the three areas they work in, and the three technologies the case study names beneath them.
Figure 1. Three roles on one application, and the stack beneath it
Roles, modules and technologies exactly as the case study names them: an ASP.NET MVC backend, Ajax for page updates and MySQL for data operations.
Related banking and .NET pages
Financial industry pages, services that match the application's scope and stack, and two other banking case studies.
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