About the Customer:
Our customer is a leading financial subsidiary based in India, specializing in asset management services.
They have a strong focus on providing investment solutions, manage large portfolios and offer a suite of financial tools to both individual investors and institutional clients.
Our customer sought to enhance the content management experience with a seamless, workflow-driven system that simplifies content management and offers rich, interactive functionality. The goal was also to enable smooth platform integrations, ensuring efficient data exchange and improving user experience across multiple systems.
Business Challenges:
- Developing a complex workflow-based website for an Asset Management company, with the ability to provide real-time updates to the Net Asset Values (NAVs) of various investment portfolios.
- Creating Accelerated Mobile Pages (AMP): The website needed to be optimized for mobile users, with AMP functionality to ensure fast load times and a seamless mobile experience.
- Dynamic content features: The website required the development of dynamic blogs, articles, and an interactive partner search tool.
- User-generated content templates: Custom templates needed to be designed for users to submit and manage their own content, making the website highly flexible and scalable.
Embitel’s Solution:
We designed and developed a Drupal-based website that incorporated a variety of key features and functionalities:
- Content Delivery with Drupal: We leveraged Drupal’s flexibility and robust content management capabilities to build a site that was easy to update and manage while providing powerful features for both content editors and end users.
- Key Functional Features Developed:
- SIP (Systematic Investment Plan) Calculatorand Lumpsum Calculator to allow users to easily estimate their investment returns.
- Dynamic Blogs and Articlessections to provide engaging, up-to-date content to users.
- Social Share Integrationto enable content sharing across social media platforms.
- Partner Searchfunctionality to allow users to find and connect with relevant partners.
- Real-time and Historical NAV Updatesto provide up-to-the-minute investment data and insights.
- Advanced Multi-filtering to improve user navigation and content discovery on the site.
- Dynamic Forms and Workflows for user registration, inquiries, and other interactive elements.
- AMP (Accelerated Mobile Pages) to ensure a fast, mobile-optimized experience for users on smartphones and tablets.
Embitel Impact:
- Timely Delivery and Launch: The website went live as planned in early 2023, meeting both the client’s expectations and the project timeline.
- User Experience and Engagement: The rich functionality and responsive design of the website have led to positive user feedback and high engagement across desktop and mobile platforms.
- Operational Efficiency: The client’s internal teams have reported significant improvements in content management, as Drupal’s flexible workflows and easy-to-use backend system allowed for more efficient operations.
- Client Satisfaction and Growth: The successful launch and performance of the website have prompted the client to explore expanding their product range and business offerings. They plan to scale the website’s features and functionality in the future.
Tools and Technologies:
- Drupal 9.4.12
- PHP 8.1
- PostgreSQL
- REST APIs
