Finantial Dashboard

Project building a fully integrated SaaS Cloud based CLM (client lifecycle management) solution for banks, wealth and asset management firms on a single platform. Features would include a dashboard with the latest changes, customisable client journeys, clients account and compliance data, e-signatures, behavioural risk profiling, requests, proposals, marketing, onboarding, lead and pipeline management, real time communication (notes, phone calls, related records, timelines), suggested opportunities, related documents and articles. Use of Atomic Design to build responsive app components

  • HTML5
  • CSS3 (SCSS)
  • JS
  • JSON
  • GIT
  • Bootstrap 4
  • Angular 12
  • RxJS
  • Typescript
  • Agile
  • NgRx
  • Jest
Finantial Dashboard