GoldenEquator CRM

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About The Client

Golden Equator Capital is an Independent Asset Management and Private Equity Investment firm. For international clients exploring alternatives to diversify their assets and gain access to the Asian financial markets, GEC is the trusted provider of reliable, first-class service.

Golden Equator Consulting is the arm that provides a turnkey solution to help guide companies from conception to IPO, with effective 360 degree business management support and guidance. Their consultants assist companies to short-cut the business learning curve and assist them in various stages of their growth cycle.



The Challenge

The GoldenEquator team wanted to build smart phone apps for relationship managers of private banks. It would have functionality including account opening, portfolio opening and update, access to client information and portfolio performance, approval for changes in portfolios, generation of client reports and key event notification system.

The GoldenEquator CRM app would provide productivity improvements for relationship managers as they no longer need to file paper based approval forms and prepare and compile client information before client meetings.

Sounds exactly like the kind of app we would like to build.



The Solution

The GoldenEquator team already had their own backend and front-end designs. We started by analysing their requirements, designs and every aspect of what they needed for their phone apps.

They had a tight timeline so we had 2 iOS programmers and 2 Android programmers work concurrently to build the iOS and Android GoldenEquator CRM apps they needed.

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Technology Used






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