Univer Capital

Full Automation of Brokerage Processes for UNIVER Capital

UNIVER Capital, a brokerage firm, needed a comprehensive modernization of its system to improve business processes. The existing system required a significant upgrade to meet modern standards and enhance operational efficiency.

Task

The key task was to analyze the current business processes and develop a new Client and Employee Portal, including concept design, UI/UX, architecture, development, integration, testing, implementation, and support. Additionally, it required the design and development of databases and document storage systems, as well as full automation of brokerage processes.

Solution

To address the task, a thorough analysis of the company's business processes was conducted. A concept and interfaces for the new Client and Employee Portal were developed, covering all stages—from architecture and development to integration and testing. Databases and document storage systems were created to maintain efficient information storage and processing. Full automation of brokerage processes was achieved through the integration of the new solution with existing systems and the implementation of modern technologies.

Result

The project concluded with the successful implementation of a modern Client and Employee Portal, significantly enhancing the user experience and increasing the efficiency of internal processes. The developed databases and document storage systems provided reliable and effective information management. Full automation of brokerage processes improved the speed and accuracy of transaction processing, enhancing the overall productivity of the company.

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