Finance Management
High performance SQL database platform with CRM and React front end for data security, automation and investor analytics.
The Challenge
Finance Management, a fast growing investment firm managing over £10M in quarterly transactions, faced scaling issues and data management challenges across finance and investor systems.
Key Challenges
Frequent database outages causing delayed transaction reconciliation
Lack of access control and audit visibility within investor CRM
Manual processes reducing investor engagement and efficiency
The Solution
We implemented a scalable SQL architecture and integrated CRM framework with real time reporting and compliance ready audit logs.
Key Features
Core functionalities we implemented
SQL performance tuning with replication, partitioning and connection pooling
React based investor portal with encrypted data access and session control
PHP APIs for CRM synchronisation and secure transactional updates
Apache hosting with HTTPS enforcement and two factor authentication
Automated data analytics reports tracking investor activity and funding status
Development Process
Step-by-step implementation
- 1
Requirements analysis and schema refactor for performance and resilience
- 2
API and UI development to streamline investor communication
- 3
Integration testing with simulated load and failover scenarios
- 4
Security audits and encryption implementation for GDPR compliance
- 5
Training staff in dashboard use and report interpretation
The Results
The upgraded system increased transparency, improved investor trust and enabled seamless automation across financial operations.
Optimised SQL Database
Optimised queries, caching and connection management improved data throughput and reduced latency.
Accounting
Integrated systems synchronised billing and finance data with reduced manual input and fewer reconciliation errors.
Investor Engagement
Modern responsive portal and data driven insights increased investor confidence and time on site.
Related Projects
Discover more success stories and innovative solutions from our portfolio
Public Engagement
Morgan and Co advisers moved from manual lead dialling to a connected telephony experience with instant data sync and automated coaching.
Hoxton Wealth
International financial advisory firm enhances engagement using AI analytics, Docker infrastructure and SQL data centralisation for real time insights and compliance ready reporting.
Innovative Cloud Services
Advanced e-commerce cloud infrastructure with SQL optimisation, AI driven validation and real time analytics built on AWS for scalable international growth.
Ready to Create YourSuccess Story?
Let's discuss how we can help you achieve similar results. Our team is ready to create a tailored solution for your specific needs.