In sintesi
L'esigenza
A private finance firm doesn't open accounts to whoever signs up: clients are admitted after vetting. The portal had to reflect that — no self-service registration that skips approval, and an operational area limited to what an admitted client is actually allowed to do.
The approach
The same banking core as the group's other platform, configured as a separate entity with its own brand, content and rules: registration subject to approval, outbound transfers with beneficiary validation and IBAN checks, card deposits, investment overview and transaction history, plus the Elite programme for the top tier. Staff manage requests from the back office; each entity keeps its own users and its own data.
L'esito
A portal that matches how the firm actually works: selection first, operations after. The shared core means a fix or a new feature reaches every entity, while brand and content stay distinct.
