Scaling Financial Experiences with Indyfin
A serverless advisor platform for reviews, profiles & high DAU.
Industry
Fintech / Marketplace
Services
Serverless Platform Development
Technologies
AWS, Serverless, Python, ReactJS, NodeJS, DynamoDB, HubSpot
Video
See the platform in action
Explore how we built a capability to collect and automate client reviews while supporting a large number of daily active users.
The problem we solved
Our clients faced significant challenges that required a comprehensive digital transformation.
Review Automation
Need to build a capability to collect and automate client reviews and testimonials.
Profile Management
Requirement to seamlessly publish and manage advisor profiles.
High DAU Scalability
Need to support a large and growing number of daily active users reliably.
Complex Integrations
Coordination needed with multiple stakeholders and 3rd party integration providers.
The solution
We built Indyfin’s serverless platform, an end-to-end financial experience system. It brings together advisor profiles, client reviews, and third-party integrations in a single, easy-to-use system.
Unified dashboard
View active users, total reviews, and platform metrics.
Review automation
Collect, verify, and publish client testimonials seamlessly.
Profile management
Create and manage detailed financial advisor profiles.
HubSpot integration
Sync leads and advisor data with external CRM tools.
Performance analytics
Track platform engagement, DAU, and user reports.
Business impact & ROI
Indyfin has helped financial advisors connect with clients more efficiently, with better platform control and visibility. The ROI is measured through key operational metrics.
80%
Reduction in manual review collection
100%
Uptime for high DAU scaling
50%
Faster advisor profile publication
35%
Increase in client trust signals
Why clients trust us
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Indyfin is a financial advisor discovery platform that helps investors find, compare, and connect with trusted financial professionals through verified profiles and client reviews.
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