RSHB Asset Management

Automation of investment product sales for RSHB Asset Management.

RSHB Asset Management required the automation of the investment product sales process through both direct and agent sales channels. The existing system lacked sufficient efficiency and needed an upgrade to integrate with internal systems and external services.

Task

The main objective was to create and implement a web application that would automate the sales of investment products through both direct and agent channels. The project also included integration with internal systems and external services, enhancement of functionality, and provision of technical support.

Solution

A web application was developed to automate the investment product sales process, covering both direct and agent channels. Integration with RSHB Asset Management's internal systems and external services was carried out to ensure data integrity and process optimization. The application's functionality was enhanced according to business requirements, and technical support was provided to ensure the system's smooth operation.

Result

The implementation of the new web application significantly improved the efficiency of the investment product sales process, automating both direct and agent channels. Integration with internal systems and external services enhanced data management and interaction. Functional enhancements and technical support ensured stable system performance and met business needs.

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