How Finves Transformed its Investment Operations with Continuous Integration and Delivery

FINVES is a financial company that specializes in helping individuals invest their money. Initially, they relied on an Excel-based system to keep their clients informed about their investments. However, they needed to streamline their process and present the information in a clear and automated manner. Their goal was to develop a platform with a data visualization dashboard that would allow their clients to easily access and understand information about their investments.

The project began with a meeting between the FINVES team and the software developers. During this session, a strong rapport was established, and the analysis, design, and development of the system were explained. It was emphasized that software development is not about predicting all possible scenarios but about embracing change and adapting to the client's needs.

The development team worked closely with FINVES to understand their business, requirements, and break down the necessary functionalities. The first functionality developed was the data visualization dashboard, which allowed clients to view clear graphs and information about their investments. The second functionality was the ability to act as a bank, where users could make requests related to their investments, and company agents could view these requests and schedule appointments.

As small functionalities were released, the team decided to pause development and test the system in the market. This allowed them to gather feedback from end users and gain a clearer understanding of the next steps. The importance of continuous validation of the developed software was emphasized to ensure that they were on the right path.

The digital transformation project of FINVES was successful due to the close collaboration between the development team and the client. The client gained an understanding of how software development could benefit their business and provided valuable insights and feedback. Additionally, a mindset of continuous integration and continuous delivery was implemented, enabling greater agility in the development process.

Within a timeframe of 6 months, the first functional version of the platform was delivered, marking a significant milestone in FINVES' digital transformation journey. While software development is never truly finished, the success of the project relied on the ability to adapt to change, understand the client's business, and continuously validate the implemented functionalities.

The success case of FINVES demonstrates how effective collaboration between a software development team and a client can lead to the successful transformation of a business. Through the implementation of a customized platform and the embrace of change, FINVES was able to provide their clients with an improved and more efficient experience in managing their investments.