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iOS App for Investment Banking Sales Team
Empowering Field Reps with Critical Account Insights On-the-Go
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iOS App for Investment Banking Sales Team
Empowering Field Reps with Critical Account Insights On-the-Go
![[Wells Fargo 11] Image for Header | Wells Fargo](http://images.ctfassets.net/xooissnm36jt/25umegrKpLxRbbJ5Y5HE2V/c55971283af05dba64428d58a5d12f29/Group_54__4_.svg)
The Challenge
A Fortune 100 bank needed a more efficient way for their 5,000+ investment bankers to capture and access customer data while working in the field. Their existing web-based system was too complex and not suited for mobile use, which created barriers to timely, accurate reporting.
The goal was to simplify the process with a custom-built iOS mobile app tailored specifically for their Investment Banking Sales Team.
The Solution
Leveraging Topcoder’s global talent network, the customer launched a two-month initiative to design and develop the app through crowdsourcing. This effort included 31 individual design and development challenges that delivered multiple creative concepts and prototypes.
By tapping into Topcoder’s community, they were able to quickly assemble a team with the right skillsets and deliver a mobile solution with a clean interface, secure data handling, and real-time functionality.
2
Months
31
Challenges
$72K
Total Cost
The Impact
The final iOS app provided investment bankers with immediate access to account data and the ability to capture information wirelessly while on the move. It also enabled flexible syncing—either in real time or on demand.
Dashboards built into the app allowed reps and managers to track metrics and performance goals in the field, ultimately improving operational speed and customer responsiveness.
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Achieve high-quality outcomes with Topcoder.