IS484 AY2020/21 Term 1: CityDash
This project aims to help the sponsor create a dashboard for better visualisation of market data as well as providing essential features for a streamlined servicing to their clients.
Group Introduction
Team Members
Name | Role | |
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Danston Goh Kheng Boon | danston.goh.2017@sis.smu.edu.sg | Project Manager |
Jeremy Lim Qi En | jeremy.lim.2017@sis.smu.edu.sg | Technical Solution Architect |
Nicole Chai Ying Jie | nicole.chai.2017@sis.smu.edu.sg | UX Designer |
Ng Jun Hong | junhong.ng.2017@sis.smu.edu.sg | Quality Assurance Architect |
Zoe Wang Zi Hui | zoe.wang.2017@sis.smu.edu.sg | Front-end Developer |
Faculty Supervisor
Name | Role | |
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Dr Alan Megargel | alanmegargel@smu.edu.sg | Course Coordinator |
Dr Dennis Ng | dennisng@smu.edu.sg | Supervisor |
Sponsor
CitiBank (CitiVentures Innovation Lab)
Name | Role | |
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Awan, Kashif | kashif.awan@citi.com | AP Technology Head |
Klaver, Lisa-Jayne | lisajayne.klaver@citi.com | Director Citi Private Bank, APAC Investment Team Head |
Thaplar, Anil | anil.thaplar@citi.com | UI Lead |
Project Overview
Project Description
Problem Statement: To productionise the current use of Excel solution in order to improve scalability performance as well as the efficiency of client servicing.
Investment counsellors help HNWI and UHNWI in managing their investment portfolios, hence, they need quick access to a client’s positions and real-time market data. Thus, this project entails building a dashboard that comprise current operation needs as well as having value-added services for HNWI and UHNWI clients. The use of microservices architecture can enable the dashboard to be updated with real-time client and market information, while maintaining a scalable backend architecture. Additionally, the implementation of thematic segmentation of market information and client profiling can increase collaboration between investment counsellors and subject matter experts.
Motivation
Currently, there is a lot of back-and-forth communication between the investment counsellors and the clients which can affect the efficiency of their service. Thus, it is essential to provide clients accurate information quickly and valuable insights of the trades through data analytics and alert functions. Another concern is that the current application can be enhanced aesthetically to help the team quickly visualise certain information such as the profit margin.
Stakeholders
Sponsor | User |
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Citibank is the sponsor for this project, and our team will work with the sponsor with regards to the requirements and develop a dashboard for CPB. The contact person is Anil Thaplar, the UI Lead in Citibank and the team has been communicating constantly with him to ensure accurate alignment with the expectations. | |
The end users for this product will be the investment counsellors in CPB. Lisa Klaver, the Head of the Investment Team in Citibank will be one of the users of this product. |
Resource and Reference
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Version Control |
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APIs |
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Development Tools |
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Project Management |
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