Financial Portal Development with Data Analytics and Visualization

Automated aggregation and analysis of financial data
Built-in data visualization tools
Flexible customization of users’ workspaces

Expertise

Business Intelligence

Web & Enterprise Portals

Verticals

Banking & Finance

Iflexion helped the customer to design and implement a financial information service to provide bankers, traders, brokers, and vendors with up-to-date on-demand data on currencies, stocks, and bonds.

Calendar

Months

Gears

Person-months

Context

Our customer is a UK-based international publishing group delivering business information for the finance, law, energy and transport sectors for over 40 years. To extend their presence on the global market, the company was planning to launch a financial portal with data analytics and visualization features.

The customer had already been running several information-centric solutions. However, after analyzing the architecture and logic of their existing software, the company went for developing a new application from scratch: adopting any existing product to the specifics of financial data analytics would require more effort and investment.

The customer launched a tender to find the web portal development company for this project. The essential criteria for choosing the vendor included an established software delivery process, relevant experience in financial solutions, as well as positive customer references. Iflexion joined the financial portal development as the one meeting all the tender requirements.

Solution

Our fintech application development team delivered a custom financial portal that pulled large amounts of financial information from the customer’s database and visualized it comprehensively. The visualized data in the form of diagrams, maps, and images became available for end users via a paid subscription.

The application was developed with the ASP.NET framework and the MVC architectural pattern, while the business logic was implemented in C#.

Database integration

The customer’s database aggregates financial data from 10+ thousands of organizations and serves as a centralized source of data for further analysis and visualization. Since the volume of collected data reached billions of records, the customer needed a tried-and-true technology that was scalable and reliable enough for large data sets.

Taking into consideration the customer’s existing technology stack, Iflexion chose Microsoft SQL Server for data storage, integrating the solution with the database using ADO.NET and NHibernate. As a result, the application doesn’t use raw data but imports the data pre-analyzed by dedicated editors and presented in tables.

Visualization of imported data

The solution performs data rendering, analysis and visualization. As part of financial portal development, our team implemented multiple types of data presentation, including diagrams (for example, SSA data, deal timelines, credit rating changes, and the national debt graph) as well as the world maps with color-differentiated data. The Microsoft Chart library enables data visualization in charts.

UI/UX

While the customer’s in-house team created the graphic design for the financial portal, Iflexion was responsible for the design review and implementation, as well as user experience enhancements. We used the jQuery library as the main UI/UX development technology.

Our team also developed several features from scratch for a more engaging portal experience and easy navigation:

Interactive maps, so that by clicking on a country, users could see its market summary
Data blocks, which can be expanded into popup boxes with more details
Built-in zoom
Filters for sorting data sets

Customizable workspace

Once subscribed, end users can personalize data and its visualizations. For example, they can choose the most important data sets and rearrange data blocks as they like. To customize pages, users can add or delete data boxes, move and resize the boxes using the drag-and-drop feature, as well as filter out the information inside data blocks.

Results

The financial data analysis portal developed by Iflexion provide people involved in the financial environment with an opportunity to receive well-organized and visualized summary of the micro- and macro-level market. The solution has complex business logic allowing for importing, analyzing, and visualizing the content from the Customer’s CMS and rich user interface enabling to create own data canvas. Our team accomplished the financial website development within the predefined requirements, meeting all the Customer’s expectations.

Financial Portal Development with Data Analytics and Visualization

Context

Solution

Results

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