The company provides retirement advisory and fiduciary service for small and mid-sized companies. Sombra as a technology partner was engaged in building two separate projects for storage and processing financial data.

Challenge:

Sombra delivered a solution for a leading provider of multiple employer plans and investment advisory. According to the client's business request, we aimed to build an integrated system ensuring aggregation of important information in one place, creating IP for third-parties and integration into the company’s main system. Also, the system should meet OWASP 10 and WCAG 2.0 security standards. The main challenge was a tight time frame. We had to build and implement architecture for two separate projects in 4 months. Another challenge was related to technical requirements. According to the client’s requirements file records must be stored on the FTP server. But on the development stage we have found this storage method to be inefficient and heavy, therefore switched to Azure Blob Storage. It allowed us to store a big amount of data, which became accessible from anywhere.
Value Delivered:

Sombra has made a meaningful contribution by guiding the company in a new more technological and optimized path. Strong focus on data management has helped our clients provide more personalized services for their customers.

The questionnaire module helped our client to promote fiduciary service, get more clients, and collect information about them.

With the fiduciary system, our client can provide a secure and fast workflow to its customers. This results in higher sales and the ability to expand the customer base.