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Web, Mobile
– B2B Payments

Category

Development

Client

HERO 7

Industry

Fintech, Services

Platforms

Web

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Web platform for retirement advisors

Hero 7 is a web application for advisors providing the pension advisory service in US. The app’s key functions are – advanced search in the database of companies, filtering, formation of the individual advisor’s database of clients and prospects, and creation of personalized, customizable offers based on the set of default templates integrated into the platform.
  • + Discovery and Scoping
  • + Web Framing
  • + UI/UX Design
  • + Mobile / Web development
  • + API Integration
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DISCOVERY
CONCEPT
UX/UI DESIGN
DEVELOPMENT
INTEGRATIONS
TESTING

Web Platform for Retirement Advisers

for international transfers with the exchange rate hedging

Industry: Fintech, Services  Platforms: Web,    Client’s geography: UK
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About the Business

Hero 7 is a web application for advisors providing the pension advisory service in the USA. The app’s key functions are: advanced search in the database of companies, filtering, formation of the individual advisor’s database of clients and prospects, and creation of personalized, customizable offers based on the set of default templates integrated into the platform.

Project Tasks and Challenges

Create a platform from scratch to reduce the amount of retirement adviser’s manual work and increase their productivity to attract more investments. Take into account all the niche features to create a user-friendly, multifunctional tool with core functions of: an advanced search of prospects by specialized criteria; advanced filtering; companies database; custom proposals aggregator.

TEAM: 2 UI/UX designers / 3 Front-end engineers / Back-end engineer / Project manager / Business analysts / Software Architect / 3 QA engineers / DevOps

TECH STACK:TypeScript, React, Redux, Next.js, Node.js, Nest.Js, AWS, K8S, PostgreSQL, REST, Swagger, Socket.io, GraphQL, Microservices

PROJECT DURATION: 5 months

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Platform Features

Automated Search for Prospects

Allows to collect information about each company on a single page, automatically analyzing it according to search criteria.

Detailed Company Search Filters

An advanced search function that allows consultants to set precise filtering and search for companies based on specific parameters

Benefit Gap Analysis

The proposal shows the business owners the gap between their current benefits and their employees' needs.

Impact Gap Analysis

The proposal highlights for business owners the gap between their current impact strategy and employees' needs.

Plan Governance Index (PGI)

A review of the company's retirement plan on its compliance from a governance perspective.

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Supported Integrations

The Form 5500

Series is a crucial compliance, research, and disclosure tool for the U.S. Department of Labor, providing essential information for plan participants, beneficiaries, Federal agencies, Congress, and the private sector to assess employee benefit, tax, and economic trends.

Erispedia

It is a cloud-based compliance library that offers a retirement plan and administrative services. It provides a new way to quickly find answers to the tough and not-so-tough questions advisors face every day.

Apollo

Search, engage, and convert over 250 million contacts at over 60 million companies with Apollo’s sales intelligence and engagement platform.

News API

Access NLP-enriched news data with NewsAPI.ai, including entities and categories, from 150,000 sources. The Hero 7 platform helps users understand their company's ecosystem, competitors, and events.

Alice

The ALICE research quantifies struggling households, helping us understand company and employee needs in a given county. This enables Hero 7 users to offer the best solutions to companies.

For those of us who are blessed with good sight. So we seldom consider it. That’s why going off to investigate the whys and hows involved is a little like trying to get behind the wind