MLSRI FinServ Digital Platform

A comprehensive financial services platform offering mutual funds, insurance, investments, and financial planning with advanced portfolio management and client engagement tools.

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Project Details

ClientMLSRI FinServ LLP

CompletedFebruary 2024

CategoryWeb Development

Project Overview

MLSRI FinServ LLP, an AMFI registered mutual fund distributor with over 40 years of experience in financial services, approached us to develop a sophisticated digital platform that would enhance their client engagement and streamline their comprehensive financial services operations.

The platform we developed includes:

Comprehensive investment portfolio management with real-time tracking
Mutual funds screening and analysis tools with detailed performance metrics
Advanced financial calculators for SIP, lumpsum, and retirement planning
Insurance services integration (Life, Health, General Insurance)
KYC and eKYC services with seamless verification processes
Client portal with personalized dashboard and investment insights
Target creation tools for goal-based financial planning
Educational resource center with blogs and due diligence materials
Secure document management and compliance tracking
Multi-channel communication system for client consultations
Integration with financial institutions and regulatory bodies
Mobile-responsive design for accessibility across all devices

The solution was built using Next.js for optimal performance and SEO, with robust security measures to protect sensitive financial data. The platform features advanced analytics and reporting tools to help both advisors and clients make informed investment decisions.

Project Results

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300% increase in client digital engagement
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65% improvement in portfolio management efficiency
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45% growth in new client acquisitions through digital channels
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90% client satisfaction rate with digital platform services

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MLSRI FinServ Team

Financial Services Professionals

“VisibleDot delivered an exceptional digital transformation solution that revolutionized our financial services operations. The platform's comprehensive features have significantly enhanced our ability to serve over 1500+ clients effectively. The intuitive design and powerful analytics have improved both our operational efficiency and client satisfaction tremendously.”