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Customer Story

Saudi Bank Empowers Investors with a Seamless, Customer-Centric Mobile Trading Platform

Xebia helps a leading Saudi investment bank revolutionize its trading services with a seamless mobile platform, enhancing customer experience and accessibility.
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Related Services
Low-code, OutSystems

Industry
Financial Services

The client is the investment arm of one of Saudi Arabia’s top banks, providing investment banking, asset management, wealth management, and brokerage services. The company allows clients to trade in international stocks, bonds, options, and ETFs, helping them diversify their portfolios. With a reputation for world-class service backed by an experienced team, the client set out to improve its offerings with a comprehensive digital solution that caters to the growing demand for mobile and tablet-based trading services.
Why
Enhance customer experience by offering a unified, mobile-first trading platform.
What
Develop a single platform integrating local, international, and forex trading with mutual fund investments.
How
Built an interactive mobile app using OutSystems, integrating trading tools, robo-advisory, and live market data.

Elevating Customer Experience Through Digital Innovation

The client needed a robust, user-friendly platform to provide mobile and tablet users with a unified solution for local and international trading, forex, and mutual fund investments. As demand for digital services grew, the client aimed to meet customer expectations for convenience, flexibility, and real-time insights. They wanted a platform that not only included key financial services but also had advanced analytics, charting capabilities, and support for emerging investment segments, ultimately enhancing customer experience and operational efficiency.

The Need for Creating an Integrated Investment Platform

The main challenge was developing a one-stop-shop application that could seamlessly integrate various trading services while offering real-time insights and analytics. The platform had to support local and international trading, forex transactions, and mutual fund investments while also offering features like a trading view widget, robo-advisory services, live market data, and personalized notifications. Ensuring data security, smooth performance, and a user-friendly interface were key requirements for success.

Unlocking Growth with a Scalable, Future-Ready Mobile Platform 

Xebia developed a comprehensive mobile application using OutSystems, offering a seamless platform for international and forex trading, mutual fund investments, and financial tools like a currency converter, real-time news updates, and a chatbot. The app integrates advanced features such as Trading View widgets, a robo-advisory solution, live market updates, and automated stock selling. As a result, the platform enhanced the customer experience by providing faster, more flexible access to services, improved decision-making with real-time data, reduced operational costs, and increased customer retention through personalized notifications and secure data encryption.

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