Enhanced Security and Personalization for Financial Services
Overview
Edward Jones is a financial services firm founded in 1922 that offers investment and wealth management services to individual investors. Founded in 1922. The firm is renowned for its personalized approach to investing, focusing on building long-term relationships with clients. Edward Jones offers many investment options, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), annuities, and insurance products. They also provide retirement planning services, college savings plans, and estate planning assistance.
Technical Stack
Industry
BFSI
Region
United States
Project Size
Non-Disclosable
Highlights
Customer Classification
Secure User Authentication
Personalized Financial Services
Comprehensive Financial Planning
Challenges & Solutions
Classifying varied types of customers
- Solution: Integrated the database with the user portal to ensure user login authentication and verification to offer easy access to the services rendered.
Verification & Authentication of Customers
- Solution: Developed a comprehensive portal where users can get financial advice, investment plans, tax calculations, reminders, estate property planning, and more.
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Years of Business
Experience
Happy
Customers
Countries with
Happy Customers
Agile enabled
employees
Core Features
- Financial Advice: Personalized guidance for managing your money.
- Life Insurance Insights: Valuable information on life insurance options.
- Investment Advice: Expert recommendations to grow your wealth.
- Estate Planning: Resources and guidance for protecting your assets.
- Tax Support: Simplified checklist and calendar for filing taxes.
- Financial Calculators: Easily calculate retirement, rewards, and savings values.
No. of Resources
2
Time Frame
March 2019-Ongoing
Screenshots
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