Simplifying Annuity Rate Management for Complex Calculations
Overview
Ratesync Advisors is renowned brand name that is into maintaining the data rates for the fixed, indexed, and variable rates. They are efficient enough to maintain multiple clients simultaneously with their specific rate sheets that can further assist their customers using the said rate data. Their comprehensive data warehouse maintains the up-to-date information on contract features, rates, fees, expenses, living and death benefit riders along with the product sales.
Technical Stack
Industry
BFSI
Region
USA
Project Size
Non- Disclosable
Highlights
Navigate Annuity Profiles Efficiently
Complex Calculations Process Implementation
Consolidated Rate Data Presentation
Easy Search and Exporting Facility
How Bacancy Helped Ratesync Advisors
Challenges & Solutions
Complex calculations of Rate, Benefit, Bonuses and Rollup and Withdrawal amount
- Solution: For calculations the Developer’s Team at Bacancy arranged meetings with the Clients on a daily basis to give demo and to assist with the exporting of data. The team also used some library or SSIS packages that generates the reports with this large amount of data.
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Years of Business
Experience
Happy
Customers
Countries with
Happy Customers
Agile enabled
employees
Core Features
- Provides Consolidated Rate Data Presentation
- Offers Easy Search and Exporting Facility
No. of Developers
05
Time Frame
November 2019 - March 2020
Experience With Bacancy
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