Table of Contents. Introduction 01. Business Challenge 02. Solution 02. Services Offered 03. Our Value Add 03. About Us 04

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2 Table of Contents Introduction 01 Business Challenge 02 Solution 02 Services Offered 03 Our Value Add 03 About Us 04

3 Introduction Founded in 1999, IWBank S.p.A. is an innovative Italian banking institution that focuses on a young and active audience who are willing to sacrifice traditional face-to-face offline services for favorable economic outcomes (low fees and high interest rates) and refined online brokerage services. The bank wanted to create a fully integrated real-time portfolio management solution to offer sophisticated modeling, trading, and allocation management tools to its portfolio managers. Endeavour The Mobility Company, assisted by building a scalable solution which could adopt to each customer s individual needs, offering self-directed investors, third-party investment managers, and traditional customers a multi-faceted approach to online, real-time, sophisticated account access. Financial Services institutions today, must effectively leverage technology to provide an improved customer experience and enhanced service. The solutions should operate with a rigid requirement for highly-available, fault-tolerant processes that can sustain operations with high-speed data streams Mobile Trading and Portfolio Management Solution 1

4 The mobile trading solution of IWBank guarantees minimal latency during retrieval of data, provides robustness to ensure non-stop operations and delivers scalability to handle a growing amount of data and concurrent Endeavour s solution Scheduling of tasks at the back end for generation of Business premium bills Challenge Automation of business processes The bank needed a solution that could help its customers leverage the power of mobility to accelerate their transactions and manage large trading volumes accurately. The bank wanted a solution that could provide: Comprehensive Instrument Coverage: Support for the full breadth of services including key trade information, portfolio management, online trading and other banking needs Scalability: The capacity to support the firm s rapid growth Uptime and Reliability: A means to accelerate processes and maximize efficiency Security: The ability to restrict data access based on specific roles Endeavour s Role Regulatory Compliance The trade execution time is vital in the trading environment and the consumers expect to be presented with complete information even whileare on the move. Solution The application provided the bank with a tremendous advantage. It gave them an extra edge in providing effective customer service by enabling their customers to perform both online trading and other banking activities in a secure manner through their mobile devices. Some of the salient features of the solution include: Stock Quotes: The application allows the users to view real time stock quotes Mobile Trading and Portfolio Management Solution 2

5 Portfolio: Users can have their own portfolio in which the details of stock quotes of their choice can be tracked. Users can also add and delete the quotes to be tracked Account Management: Users can create accounts, edit preferences and delete their accounts with respect to online trading Real Time Charts: Charts provide the user with stock trends over a period of time with options to view different types of charts Real Time Trading: The trade feature helps users to request for the 'Bid' & 'Ask' price of the selected security & enables them to view exhaustive information on selected stocks Trade Book: The trade feature also provides details of booked orders such as bid price, bid volume, ask price, and ask volume Order History: Users can view the order status in which they can view the order details and the current status Market Updates: Provides top 10 new headlines related to the portfolio under consideration Banking Operations: Users can perform all other banking activities from their mobile handsets Solution Architecture Design identifying business and technological gaps thereby defining optimal solutions Execution and Program Management thereby delivering technology solutions that produce the desired results Our Value Add The detailed understanding of the technology landscape at IWBank (current state and future state) facilitated Endeavour in creating a solution framework that was tailored to address the challenges presented by mobile. The solution was designed to: Have reusable application components that enable rapid mobile development across supported devices and operating systems for future scalability Securely manage personal data, content and media, both on the device and during communication Take advantage of secure interfaces that provide access to existing enterprise business services, security resources, and assets Leverage existing infrastructure components to better serve, secure, and support mobile Applications Secure Transactions: Securing all transactions with the use of standard encryption methodology in addition to password protection Services Offered Endeavour has helped the client address critical questions and succeed in the mobile ecosystem by offering services related to: Strategy Definition and Opportunity Prioritization to ensure prioritization of long term and short term goals Mobile Trading and Portfolio Management Solution 3

6 About Endeavour Endeavour The Mobility Company is a niche and exclusive mobility consultant and system integrator, committed to building scalable solutions for our enterprise customers. Since 2002, we have been the chosen partner of over 300 large enterprises and start-ups for their Mobile and Cloud engineering initiatives. Endeavour s secure, innovative and cross-platform solutions leverage existing assets to minimize costs and give businesses a competitive edge. Our global experts guide our customers through road-map conception, user experience led engineering, back-end integration, and deployment. Our key focus areas include: Strategic Consulting Mobile Opportunity Assessment (MOA) Cloud Strategy and Assessment (CSA) "Mobility First" Infrastructure Consulting Security and Compliance Assessment Technical Services Integration Expertise: SAP, Oracle, JD Edwards, Sharepoint, MuleSoft etc. Mobile: Cross Platform Tools, MEAP/MDM "Cloud: Lifecycle Management, IaaS/PaaS/SaaS Enablement Services, DevOps Testing: Mobile and Cloud Automation Platform and Frameworks Digital Image Capture (OCR) Re-Usable Assets and Libraries EnSURE ( Endevaour Secure, Unified, Reliable Enterprise) Security Build and Release Management (BRM) User Experience Creating Integrated User Experience Platform (UXP) Wireframes, Visual Design, UI Elements Product Design, IA, Navigation Prototyping Services ENDEAVOUR SOFTWARE TECHNOLOGIES INC. Austin London Bangalore Singapore Head office : Westpark 1 Suite 220, 8140 N. Mopac Expressway Austin, TX / PH: T: +1 (512) Copyright 2014 Endeavour Software Technologies Inc. All rights reserved. Endeavour Software Technologies and Endeavour logo are registered trademarks of Endeavour Software Technologies Inc. 4 Please reach out to us at info@techendeavour.com. Find more about Endeavour-The Mobility Company at Read more interesting whitepapers at: Endeavour Insights > Whitepapers