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Client Overview

US based Fortune 500 multinational bank & wealth management company offering personal banking, business banking, trust and wealth management services, catering to low-risk, high net-worth clientele

Business Need

  • To build an online portal design to facilitate the on-boarding process of corporate business customers which
    • Provides required information to users about their business, authorized account signers, beneficial owners and control person
    • Enables them to transfer funds from internal & external sources
  • To migrate the existing front end of the Liferay application to React JS

Key Features

  • Banker Portal application to onboard customers - Create or update new client. send welcome invitation email to customer - Search/View/Resend email
  • Multi Factor Authentication (MFA) enabled for existing client
  • CD (Certificate of Deposit) Account Application Flow
  • KYC Form Development
  • Client application form development with data saving and pre-population
  • DCO (Deposit Client Onboarding) Integration workflow set-up


  • Revenue Generation by new customer base building and enabling existing customers apply for popular products - ATM Rebate Checking, Money Market Savings and Standard Certificates of Deposit
  • Cost Saving – Reduced license cost & quick addressing of business needs by leveraging React's open-source community
  • Time Saving - Online integrated system supporting all banking needs
  • Easy access to current customers for comfortable banking