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Case Study: Mutual Funds Sales System for Citibank, Europe

Building a sophisticated web-centric mutual funds sales tool for the Citibank Investments EMEA sales team that is now used across Europe

This project involved the development of a Mutual Funds Sales Tool that would assist the Mutual funds Sales Force in analyzing customer needs, making investment recommendations, providing information about various funds and creating a recommended portfolio of Investments for the customer. The existing process for this was entirely manual where a customer's profiling (based on predetermined parameters) was done by hand and information about various funds had to be located from various journals or scanning through multiple websites. A final recommendation, if any, also would be a free-formatted list put together from all these sources. The Mutual Funds Sales System developed has the following features:

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Technology Used