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Case Study: Modernizing an Internal Banking Application for a Leading Financial Institution

A Mission to Modernize Our we+ experts were tasked with a critical mission for a leading financial institution: to modernize an outdated internal banking application used for managing corporate investments. The goal was to create a more efficient, user-friendly, and high-performing platform that could meet the evolving needs of the bank's internal teams.

The Challenge: Outdated Technology and Lack of Documentation

The existing application was built on outdated technology, making it slow and difficult to use. Additionally, there was no documentation available, which meant the team had to rely heavily on collaboration with a business analyst to understand the system’s functionalities and user requirements. The main challenges included:

  • Refactoring Legacy Code: The old application was built on obsolete technology, requiring a complete overhaul

 

  • No Documentation: The team worked closely with the business analyst to understand the system’s processes and translate them into modern code

 

  • Performance Issues: The legacy system was slow, and users had to navigate through multiple clicks to access critical information.

we+’s Role: Front-End Development and Refactoring

The experts at we+ were brought in to refactor the existing code and develop new features. Their responsibilities included:

  • Refactoring the Codebase: The team worked on improving the existing code, applying best practices, and ensuring the application was more maintainable.

 

  • Developing New Features: They introduced modern functionalities, such as a universal search bar that allowed users to quickly find client information or navigate through the application with minimal clicks.

 

  • Collaborating with the Business Analyst: The team spent significant time understanding the business context and translating it into technical requirements.

Technical Expertise: Angular, NgRx and Nebular UI Kit

The team at we+ leveraged their expertise in Angular to build a responsive and high-performing application.

The use of NgRx was particularly important for managing the application’s state, especially for the universal search functionality, which required quick access to large amounts of data.
Additionally, the use of the Nebular UI Kit enhanced the application’s design and user experience by providing a rich set of customizable UI components.

Results: A Modern, High-Performing Application

The efforts of the we+ team led to the successful delivery of a modernized application that significantly improved the user experience. Key achievements included:

  • Improved Performance: The new application was faster and more responsive, allowing users to access information in seconds.

 

  • Enhanced User Experience: The introduction of the universal search bar reduced the number of clicks needed to find information, making the application more intuitive and user-friendly.

 

  • Client Satisfaction: The internal users at the financial institution were highly satisfied with the new application, particularly its performance and ease of use.

 

Overcoming Challenges: Communication and Adaptability

One of the biggest challenges the team faced was the lack of structured communication and documentation. To overcome this, they:

  • Maintained Constant Communication: The team worked closely with the business analyst, ensuring that all requirements were clearly understood before development began.

 

  • Adapted to Changing Requirements: As the project evolved, the team remained flexible, adjusting their approach to meet new demands and ensuring the final product aligned with the client’s needs.

Conclusion: Delivering Value Through Expertise

This project highlights we+’s ability to deliver high-quality solutions in complex environments. By combining technical expertise with strong communication skills, the team successfully modernized the financial institution’s internal application, improving efficiency and user satisfaction. This mission underscores we+’s commitment to delivering impactful, value-driven solutions for its clients.

Key Takeaways

  • Technical Expertise: The team’s use of Angular and NgRx ensured the application was modern, responsive, and high-performing.

 

  • Client-Centric Approach: By working closely with the business analyst, the team ensured the application met the specific needs of the financial institution’s internal teams.

 

  • Tangible Results: The new application delivered significant improvements in performance and user experience, earning positive feedback from the client.

This case study demonstrates how we+ leverages its technical and collaborative strengths to drive successful outcomes, even in challenging environments.

 

A client case by Victor Vieira