Hey Alfred - POC Web application for assisted banking management
Hey Alfred Hey Alfred is a Proof of Concept secure web application designed to enable personal assistants to monitor their customers' bank accounts, schedule payments and have them validated by the customers themselves. The aim is to streamline financial management by delegating responsibility while ensuring rigorous control, in a highly confidential environment.
Features
- Banking API connection (SaltEdge) for real-time synchronisation
- Wizard interface: multi-client viewing and payment programming
- Customer interface: one-click validation or rejection of payments
- Fine-tuned management of access rights according to roles
- Transaction history and tracking
- Architecture in .NET / Blazor with a focus on security
Before iterates
- Manual, compartmentalised management between assistants and customers
- No single interface or structured validation
- Risk of duplication or errors in the transmission of instructions
- Complexity of managing several customer accounts in parallel
After iterates
- Fluid, highly secure platform
- Multi-stakeholder validation system
- Time-saving and reliable payment management
- Real-time visibility of each account's activities
- User experience tailored to each profile
Impact of the solution
- Increasing the productivity of personal assistants
- Mandatory validation improves customer confidence
- Reducing errors in outsourced financial management
- Significant time savings for all parties involved
Skills used
- .NET / Blazor development
- Banking API integration (SaltEdge)
- Multi-profile interface design
- Securing sensitive data
- Banking UX/UI adapted to non-technical users
- Confidential software architecture and advanced user roles
Our support
iterates worked closely with the client's teams to map the critical payment validation and management flows. We designed an architecture focused on security and accountability, taking into account the constraints of the banking sector. The project was carried out using an agile methodology, with iterative demos, continuous integration and rapid production start-up in a private and confidential environment.
Testimonials
They trust us
BNP Paribas, J&J, Worldline/Ingenico, SP Finances and many others rely on us for their digital projects and talent needs.
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