A private banking group present in over 25 countries and around 60 locations was building a Mutual Fund Brokerage Calculator to track and verify the volume of the commission bids they were receiving from the stock exchange. Specializing in a wide range of wealth management and advisory services to high-net-worth individuals, families, and institutions, they have tied knots with various asset management companies (AMC) to serve their clients. The Mutual Fund Brokerage Calculator assembled multiple schemes of the agencies alongside their commission rates basis their clients.
Nexdigm's multifaceted contributions had a transformative impact on the operational dynamics of the private banking group, forging a synergy of technological innovation, strategic alignment, and efficient time management. Our assistance with monitoring and evaluating the Mutual Fund Calculator application enabled the client to streamline commission updates for mutual fund transactions.