Cedo Finance -
Fintech & Financial Consulting
Challenge: Cedo Finance, a forward-thinking financial advisory firm, needed a modern, secure SaaS platform to streamline client management, reduce operational costs, and enhance user engagement in a competitive market. Solution: A custom-built fintech accounting web application designed to automate workflows, centralize data, and deliver real-time financial insights.
Client
Role
Time line
Live project
Results
5% increase in client engagement within the first month.
30% reduction in time spent on customer management.
25% cost savings through automated processes.
The Challenge:
Cedo Finance faced three critical hurdles:
Manual Processes: Legacy systems required repetitive data entry, leading to inefficiencies and human error.
Security Concerns: Client financial data demanded enterprise-grade protection to comply with EU regulations.
Low Engagement: Outdated interfaces discouraged users from interacting with the platform regularly.
The client sought a solution that balanced innovation, security, and ease of use to retain clients and attract new ones.
The Solution: A Future-Proof Fintech SaaS Platform
I designed and developed a tailored web app with a focus on user-centric design, security, and automation:
1. Secure Infrastructure
Implemented bank-level encryption (AES-256) and multi-factor authentication (MFA) to protect sensitive financial data.
Compliant with GDPR and ISO 27001 standards.
2. Streamlined User Experience
Intuitive Dashboard: Real-time financial analytics, client portfolios, and automated invoicing.
Client Portal: Self-service access to documents, reducing support queries by 40%.
3. Automation & Scalability
Integrated AI-driven tools to automate reconciliation, tax calculations, and report generation.
Built on a modular architecture to support future feature additions (e.g., open banking APIs).
4. Cost Efficiency
Migrated from on-premise servers to AWS cloud infrastructure, cutting hosting costs by 35%.
Tech Stack: React.js, Node.js, PostgreSQL, AWS Lambda, Stripe API, and Docker.
Light up an industry by lighting up the room.
Results: Measurable Impact in 30 Days
↑ 5% Client Engagement: Users spent 20% more time on the platform post-launch, driven by the interactive dashboard and real-time alerts.
↓ 30% Operational Overheads: Automation reduced manual tasks, freeing staff to focus on high-value advisory services.
100% Data Security: Zero breaches since launch, boosting client trust and retention.
Client Feedback:
"This platform revolutionized how we serve our clients. The engagement metrics speak for themselves, and the security features are unparalleled."
— Erik Lundström, CTO, Cedo Finance
Why This Project Stands Out
User-Centric Design: Prioritized end-user feedback during beta testing to refine workflows.
Business Alignment: The app directly supported Cedo Finance’s goal of becoming a digital-first firm.
Scalability: Architecture designed to handle a 300% user base increase without performance loss.
Conclusion: Driving Growth Through Innovation
By combining technical expertise with a deep understanding of fintech pain points, this SaaS solution not only met Cedo Finance’s immediate needs but also positioned them as a leader in digital financial services. The project underscores my ability to deliver secure, scalable, and user-friendly tech solutions that drive measurable business outcomes.
