Industry Overview

The FinTech sector is revolutionizing financial services through innovative technology solutions, focusing on user experience, speed, and accessibility. Foreign exchange platforms must provide real-time trading capabilities, competitive rates, and seamless customer experiences while maintaining regulatory compliance and security.

Client Background

A foreign exchange trading platform required modernization to compete with emerging fintech companies and traditional banks. The organization needed to rebuild core trading services, enhance customer experience across private and corporate FX businesses, and implement modern digital platforms using Microsoft technology stack.

Challenges

  • Understanding complex customer needs across private and corporate FX markets
  • Analyzing competitive positioning and market differentiation requirements
  • Designing solutions that leverage existing technical architecture (applications, data warehouse, reporting)
  • Optimizing customer journeys across multiple business channels
  • Implementing real-time trading capabilities with competitive pricing
  • Ensuring regulatory compliance while improving user experience
  • Managing product roadmap and stakeholder expectations in agile environment

Our Solution

Concordant Digital provided Product Owner services with comprehensive solution design using Microsoft Dynamics 365 Sales and Marketing implementation:

  • Developed comprehensive understanding of customer base, competitive landscape, and market positioning
  • Designed Microsoft Dynamics 365 Sales and Marketing solution across Private and Corporate FX businesses
  • Implemented Power Platform components (Power BI, Power Apps, Power Virtual Agents, Power Portal)
  • Integrated Azure Services for enhanced functionality and scalability
  • Managed Product Roadmap, Vision, Benefits Realisation, and Product Backlog
  • Led Sprint Planning and Sprint Review processes with stakeholder engagement
  • Applied agile methodologies with daily Scrum participation and retrospectives
  • Prioritized “Adopt rather than Adapt” approach minimizing custom development

Outcomes & Impact

  • Enhanced customer experience across both private and corporate FX channels
  • Improved organizational efficiency through optimized value stream design
  • Successful implementation of modern CRM platform reducing legacy system dependencies
  • Established agile delivery framework enabling continuous product improvement
  • Enhanced competitive positioning through better customer insights and service delivery
  • Achieved faster time-to-market for new features and services
  • Created foundation for future fintech innovation and digital transformation