A major regional financial institution identified an urgent need to migrate and modernize the support workflow its officers used to request financial products on behalf of customers. To solve it, Andes Development built an assist portal — an internal, scalable web platform initially designed to speed up credit card approvals that later evolved into the institution's all-in-one virtual assistant.
// The challenge
Before this platform, most of the bank's internal operating workflows ran on aging, outdated, and unfriendly desktop systems that lacked the flexibility to change quickly. The key challenges included:
- Modernizing Legacy Systems Replacing obsolete desktop applications with a modern, intuitive, centralized web platform for bank officers' daily work.
- External Connectivity Establishing a secure, efficient connection to the core banking system from an external platform, safeguarding data integrity and meeting the bank's security standards.
- Built-In Scalability Designing an initial architecture that solved the immediate problem (credit cards) while allowing workflows to be reused and new products to be added — without long, costly from-scratch builds.
// The technology solution
Through an iterative process of trial and error, Andes Development first launched a pilot focused on the visual credit card request flow. As its success became clear, the platform evolved into a robust solution backed by cloud technology.
- Internal Self-Service Interface We developed an intuitive, friendly frontend that radically simplifies the request process, with rigorous validations baked into every customer data field.
- Microservices Architecture To guarantee scalability and handle the operational load, we restructured the platform into microservices hosted on Amazon Web Services (AWS).
- Modular Evolution (Cross-Selling) The system's flexibility let us expand well beyond credit cards, folding cross-selling and requests for savings accounts, auto loans, and life insurance into the same standard flow.
- Additional Tooling We added key operational features, including customer data updates, direct queries to the national citizen ID registry database for vetting processes, and a migration with a direct link to the institution's digital records manager.
// Results and key wins
The new platform marked a milestone in the bank's internal operations, transforming how officers interact with the product portfolio and their customers:
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Efficiency
The bank's first internal web platform for product requests, successfully retiring its outdated desktop systems. -
Growth
An exponential increase in approved requests per product, driven by the speed, validation, and agility of the new digital flow. -
Scalability
Organic growth into the officers' right-hand tool, with more than four years of uninterrupted service.
// Conclusion
The development and evolution of this internal portal shows Andes Development's ability to design tools that move the needle on a financial institution's commercial results. By overcoming the core banking connectivity challenges and standing up a scalable architecture on AWS, we delivered a platform that not only modernized the bank's daily operations but also unlocked new cross-selling opportunities and faster customer service — cementing our position as a strategic technology partner.