Back to projects

BankerAdvisor - Investment Banking Tool

Find the best investment banking option

What Is BankerAdvisor?

  • Time
    over 5 years
  • Product
    BankerAdvisor
  • Industry
    Financial Services
  • Location
    Atlanta, Georgia
  • Clutch Review
    5.0

BankerAdvisor is even-handed assistance for investment banking

Before cooperating with any bank, a buyer should learn about bank fees, interest rates, and customer services. Asking an expert for advice could make one’s business up and running. What if we could bring an expert opinion to the smartphone?

The idea behind BankerAdvisor was to create an efficient investment banking service for buyers and advisory firms that would provide relevant insights into bank operations based on verified client reviews. Buyers would be able to make better decisions, and investment banks and advisory firms would be able to improve their services by relying on clients’ feedback.

For us, this app is an opportunity to make investment banking more efficient by providing unbiased reviews and showing the advisory services their weaknesses and strengths.

Challenges & Solutions

06
01
Development of a resourceful application
02
Challenge

KeenEthics have been hired to develop a solution helping buyers see the realistic picture of the investment banking market by providing the users with access to client reviews.

Solution

Our main goal was to make a resourceful application simplifying the choice of banks for cooperation. Similarly, we wanted to make this application valuable for the bank owners who'd be able to use the feedback as the first step in overcoming the weaknesses in the operation of their businesses.

Challenge

Our first goal was to use a proven technical stack and provide a fast, high-quality result. The second goal was to grant the customer access to edit all information across the website.

Solution

That is why we chose our main stack to avoid any unexpected situations. The website has flexible payment plans and works in sync with the Stripe payment platform. Moreover, we've implemented "complex search" and will work on intelligence search and smart recommendations in the next version.

About customer

Mike Casey has more than 30 years of experience in financial and operational leadership. Having served as CFO in several leading public software and technology companies, such as MAPICS, iXL Enterprises, Manhattan Associates, and IQ Software, he noticed that picking the right service for each sector was quite challenging. Neither was it easy to ensure a smooth transaction experience. After a thorough analysis, Mr. Casey figured out the common problem of all companies:
“There was no way for them to get unbiased and insightful advice.”

Download our full portfolio

Enjoy our portfolio!

Technologies

React.js
MongoDB
Node.js
Express
Redux
AWS (SES, SNS, S3, EC2)

Client Feedback

What Makes Banker Advisor Special?

1

1. Reliability first

BankerAdvisor provides a flexible search by banking services and industry sectors with the opportunity to sort results by rate and most reviews. A user may add a rated review with recommendations for service. At the same time, bank owners can create a new listing or claim the existing one by setting premium accounts using the Stripe service.

To protect a bank owner from unfair feedback, spam, and bots, we use reCAPTCHA. Also, all users have to log in via LinkedIn to verify their accounts.

1. Reliability first
2. Research

2

2. Research

The discovery stage was conducted together with our partner company Qubstudio. Together with our clients, they thoroughly researched the demand for the service to be developed. The market niche wasn’t yet taken. Likewise, we didn’t find any similar services or direct competitors, and given the apparent need for the service, the app has vast potential.

3

3. Data collection

For this application, we reviewed vast amounts of information to examine the peculiarities of the financial market and investment funds. We created separate Customer Journey Maps for buyers and bankers to determine the target audience.

3. Data collection
4. Prototyping

4

4. Prototyping

We used prototyping to model the user’s interaction with the application. At this stage, we went through building a project architecture and sketching to the development of an MVP concept.

5

5. UX/UI design

In the end, we developed a user-friendly interface and ensured an excellent user experience based on the results of the previous steps. As a result, the app got more than 1000 trusted bank reviews.

5. UX/UI design

1

1. Reliability first

BankerAdvisor provides a flexible search by banking services and industry sectors with the opportunity to sort results by rate and most reviews. A user may add a rated review with recommendations for service. At the same time, bank owners can create a new listing or claim the existing one by setting premium accounts using the Stripe service.

To protect a bank owner from unfair feedback, spam, and bots, we use reCAPTCHA. Also, all users have to log in via LinkedIn to verify their accounts.

1. Reliability first

2

2. Research

The discovery stage was conducted together with our partner company Qubstudio. Together with our clients, they thoroughly researched the demand for the service to be developed. The market niche wasn’t yet taken. Likewise, we didn’t find any similar services or direct competitors, and given the apparent need for the service, the app has vast potential.

2. Research

3

3. Data collection

For this application, we reviewed vast amounts of information to examine the peculiarities of the financial market and investment funds. We created separate Customer Journey Maps for buyers and bankers to determine the target audience.

3. Data collection

4

4. Prototyping

We used prototyping to model the user’s interaction with the application. At this stage, we went through building a project architecture and sketching to the development of an MVP concept.

4. Prototyping

5

5. UX/UI design

In the end, we developed a user-friendly interface and ensured an excellent user experience based on the results of the previous steps. As a result, the app got more than 1000 trusted bank reviews.

5. UX/UI design

Our Full-Cycle Method on the project

We guide businesses through every stage of software development while delivering effective and elegantly designed solutions to improve your daily business processes.

The goal of business analysis is to test the project idea.

Learn more

Through continuous testing, we make sure the code we develop is clean, effective, and free of bugs.

Learn more

The goal of a discovery stage is to test and develop the project idea.

Learn more

Software grows outdated, technical errors occur, and the project idea undergoes changes.

Learn more

Download our full portfolio

Enjoy our portfolio!

See Our Works

Bookmaker

Book publishing platform helping you create your own book online with a competent in-house editorial team.

Ruuster

The revolutionary management platform that makes the home-buying process easier.

Brainable

A brain-training website helping you discover what your mind can do

WorldLabs – Online Business Incubator  

Elevating ideas has never been so elementary as it’s now with the startup incubator program

uMore

One of the mental health therapy apps that cares about people’s well-being during the pandemic and hereafter.

Tetrami

Start challenging against others & win discounts!

Pace Revenue

Comprehensive revenue management system for increasing customer loyalty

My Grass Growth

Now, running an agricultural business with My Grass Growth is easy and efficient.

BankerAdvisor

Find the best investment banking option

Pree  

Stop losing your stuff

I am here to help you find a software solution.

If you have a business challenge you want to be solved with a software solution, let me tell you about what we can offer. Should we start with a free estimate of your project?

Kate Novak

Head of Partner Engagement

Let's talk
Lets start image