The Problem
Financial Diligence Networks (FDN) is a platform for connecting allocators and hedge funds. They came to thoughtbot seeking to build a network to enable financial firms to conduct research, share data, and organize information more effectively.
The Solution
thoughtbot was able to:
- Identify and solve problems with current financial industry processes and methods.
- Identify and solve the hurdles of moving entire financial firms to the web.
- Identify and solve user engagement issues.
- Identify and solve security concerns around the storage and user permissions for financial documents and other sensitive information.
Throughout the process, thoughtbot refined the core features necessary for building a desirable application for financial firms, in terms of function and value. These included building:
- Firm profiles
- User profiles
- User roles
- Document uploading and management
- Sensitive data & user permissions
- An invitation system
While building the application we faced challenging data access problems, which we solved by allowing users to request access to a firm's sensitive information.
Throughout the engagement, thoughtbot was able to assist FDN with the hiring and training of a full-time team of three developers and one designer.
