Client
Finversum
Date
2023
Industry
FinTech
Website
https://finversum.eu/
We Created the All-in-One Cloud Platform for Investing
In Europe, investing remains fragmented, with a mix of disconnected apps, tedious paperwork, and lengthy onboarding processes.
We set out to change that with Finversum, a cloud-based platform designed to make it easy for anyone to research, purchase and manage multiple asset classes in one place, without the hassle of switching platforms or compromising on compliance.
Investing made simple
The investment landscape is fragmented, with disconnected user journeys across real estate, funds, and digital assets. Navigating multiple regulatory regimes like KYC, AML, and MiFID II adds complexity.
There's an urgent need for a unified CRM that can support multiple future products while remaining cost-efficient. We’ve created a solution that bridges these gaps, providing a seamless, compliant, and scalable platform for all your investment needs.
How we created four product streams within a single, modular architecture
We orchestrated four parallel product streams within a single, modular architecture, bringing efficiency and flexibility to the platform. The first live module real estate crowdfunding, was built with fully digital onboarding and transaction flows, ensuring a seamless user experience.
We built a shared CRM/AML back office for omnichannel support and real-time risk monitoring, improving operations and compliance. Also, we prioritized a clean, intuitive app design and a brand identity that reflects simplicity and trust.
Additionally, we designed a plug-in framework that allows new asset modules, such as mutual funds and ETFs, to be added without any downtime, ensuring smooth integration and scalability. To further enhance the user experience, we embedded an AI-driven “Smart Assistant” that offers personalized portfolio guidance and cross-asset insights, providing investors with smarter decision-making tools at their fingertips.
Transforming how people interact with investments
We’ve brought to life a platform built for speed and flexibility. The real estate module is live, and we’ve designed it so additional asset classes like mutual funds and ETFs can be activated in just weeks, not months. The experience is seamless: one login, one wallet, and an instant overview of all holdings, empowering investors to easily track and manage their portfolios. With Finversum, we’re transforming how people interact with their investments, making it easier, faster, and more efficient than ever before.
On the operational side, we’ve streamlined everything with a consolidated back office that reduces manual tasks and scales effortlessly as new modules are added. This means less effort, more efficiency. We didn’t stop at the technical side, Finversum is also backed by a full brand manual and design system, ensuring a clean, intuitive, and consistent experience that’s easy to expand.