
Banking app for mutual funds
Evolution of a banking app from an informational channel to a transactional one: customers enroll in and operate mutual funds from the same channel, with the financial and regulatory rigor the industry demands.
Challenge
Transform a consultative app into a transactional channel for mutual funds, with complex business rules, validations, traceability, and compliance and suitability criteria in a regulated environment.
Solution
Progressive enablement of the mutual funds module: enrollment, contributions from customer accounts, withdrawals to registered accounts and compliance checks, on a microservices, BFF and microfrontend architecture.
Result
The app went from a place to check information to an investment channel, with growing adoption as new features were released.
Industry: Banking · Service: Software Factory
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