Modernizing Fintech Investment Testing Through Offshore Partnership

Key Highlights

OptiSol streamlined fintech scenario development by replacing makeshift code with a structured Python workflow.
Client struggled with delays in scenario testing and scalability due to the absence of a modular workflow.
Implemented a modular Python framework, integrated data intermediaries, and automated critical workflows.
We enhanced operational efficiency and scalability, while reducing manual efforts to optimize productivity.

Problem Statement

01

Workflow Inefficiencies: Client struggled with makeshift code and lack of structured workflow, causing delays in scenario development and testing.

02

Scenario Development: Absence of modular workflow hindered timely creation and testing of investment scenarios, affecting decision-making responsiveness.

03

Lack of Scalability: Client required a scalable solution to adapt to future growth and investment strategy changes, demanding a robust and flexible framework.

Solution Overview

01

OptiSol partnered with a fintech firm to deploy a Python-based structured workflow, replacing makeshift code and ensuring a systematic approach to scenario development & testing.

02

Our team revamped the codebase, ensuring it was clean, well-documented, and easily maintainable. This provided a solid foundation for future development and testing.

03

We facilitated seamless integration with third-party applications by developing compatible data intermediaries, ensuring smooth data flow and enhanced functionality.

04

Python was employed as the primary programming language, leveraging its robust libraries and frameworks to build and test investment scenarios efficiently.

05

We used Snowflake through an API for data retrieval, ensuring quick and reliable access to necessary data for scenario testing.

Business Impact

01

Enhanced Operational Efficiency: Streamlined scenario development and testing processes, accelerating decision-making.

Faster Decision-Making

02

Scalable and Flexible Framework: Implemented a Python framework adaptable to growth and changing investment strategies.

Increase in scalability

03

Increased Productivity and Cost Efficiency: Automated workflows reduced manual efforts, optimizing productivity and resource utilization.

Reduced Manual efforts

ABOUT THE

Project

OptiSol partnered with a fintech firm to address workflow inefficiencies caused by makeshift code and lack of structure, leading to delays in scenario development. Deploying a Python-based structured workflow, we enhanced flexibility in creating and testing investment scenarios swiftly. Integration of a compatible data intermediary streamlined data handling, improving scenario testing efficiency. Designed for scalability, the Python framework ensures robustness amidst increasing data volumes and complexity. Automated workflows, including Snowflake API data retrieval, boosted productivity and reduced manual efforts, ultimately enhancing operational efficiency and decision-making agility for the firm.

Tech Stack

Testimonials of Our Happy Clients

Ken Kisner

Global Head of Digital R&D

My experience has been incredibly positive. They were incredibly easy to work with, even with changing requirements.

They are incredibly competitive, but are only a fraction of the cost of US companies.
They are definitely the most professional of the foreign companies that we were looking into.

Nyswyn K.

Director of Software Development

Our journey with OptiSol has been nothing short of remarkable. For over 7 years, we have partnered with them on our digital transformation, and the results have been truly transformative.

Over the years, we have come to trust OptiSol Business Solutions as a reliable and strategic partner.

Al Bagiro

CTO, Auto Insurance Company

The AI engine was completed on time and trained to 90% accuracy. Their eagerness to learn new knowledge impressed us.

Their team is large to handle multiple projects at once, and likes to resolve challenges as well as learn new things. They also welcome regular communications, and of course, needless to say, develop everything in sprints.

Dan Talken

Founder, CEO, & CTO, My Equipment Library, LLC

OptiSol Business Solutions has shown youthful skill and dedication to the projects. Moreover, they have been quick to implement their solutions without sacrificing the quality of each platform.

We’re constantly impressed with their speed and quality of the development that they achieve on a consistent basis.

Dr. A.K Pradeep

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Exceptional Collaboration and Expertise - A Top-Notch Partner for AI, ML, and Digital Applications.

I have had the privilege of working with an exceptional team of professionals from India on numerous AI, ML, and digital application projects. Their expertise in these domains is remarkable, and they consistently impressed us with their knowledge, resources, and innovative approach.

Rick Tigges

CFO, Bemodo

They are very responsive and able to shift focus quickly as we have needed it for business reasons.

OptiSol Business Solutions has been great at documenting the timeline of the project. They were very responsive and were able to shift focus quickly, as well. They discuss what they’re working on without any issues. So far, there’s no need to improve their service.