Referral portal

Experiences Extensions Banking & Financial Services APAC

3

developers

12

weeks

Web app to assign Insignia’s partner referrals to the most suitable advisory team. The app started as an API that connected a bank to Insignia’s back-end system. Whenever a bank submits a referral, the API ingests the data into Insignia’s system and assigns it to the closest advisory team based on region. The app was so successful that the business asked the IT to build a front end so it could be used by other partners. Since its launch, Insignia referral partners have all commented regarding the ease of use and aesthetics of the application.

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"We built the referral portal to replace a third-party solution that lacked security mechanisms like multi-factor authentication. We evaluated the cost to add this system to the old app, but it was actually cheaper and faster to rebuild the whole thing with OutSystems—with security built-in from the get-go.”

Steph Catena Software Development Manager
Insignia Financial