United First Partners

We worked with United First Partner in developing bespoke solutions within the FinTech industry to bring advice to customers fingertips.


Sector: FinTech

Completion Date:   October 2018

Services: CRM

The Brief

United First Partners (UFP) wanted to transform the way they engaged with their customers. Now in its second iteration, OJO developed an online web portal for customers to access financial information - on any device, anywhere.

UFP offers a comprehensive suite of services across Institutional Equities and Investment Banking. The Director of their Special Situations Group wanted to build an online tool allowing customers access to a secure online portal where they can view the latest Merger Arbitrage and Holding company deals and share performance history together with expert commentary and insights from UFP specialists. 

Solution

A bespoke online portal now in its second iteration, optimised for mobile, tablet and desktop, that integrates multiple financial datasources and UFP commentary to provide end users with a single view of potential investments.

Understanding the client’s specific requirements, we able to develop a bespoke CMS to manage the content. Deals, insights, events and commentary are easily added via the portal and detailed usage statistics provide crucial information to enable the application to be continually developed.

The new tool has been designed with a professional, slick look & feel, presenting the data in the most intuitive way possible.

To find out more about how we help organisations in the Finance and FinTech sector get in touch