Presenta

Presenta case study

A true trailblazer in the financial services sector

Project name Presenta
Category Admin Panel + App
Year JULY 2020
Download app presenta
Challenge

Challenge

Applie's goal is to give the banking sector more freedom and transparency with its SaaS solution. By using the Presenta solution, financial institutions can provide their services even more efficiently. It is an artificial intelligence-based solution that provides customers with an optimal and easy-to-use infrastructure. Presenta follows two core lines: Making services faster and more efficient

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Information

Fast Information

Industry Finance
Model B2B

We want to incorporate new technologies into the financial business, taking this sector to the next level. We offer a solution that reduces the workload of employees and the susceptibility to errors. A single error can cause both financial and reputational damage in the financial industry. A self-learning AI as a further control instance is designed to prevent precisely such errors.

Challenge

Challenge

One of the most difficult situations we faced in the beginning was implementing artificial intelligence into the system. It was our first experience with artificial intelligence. To overcome the problem, we enlisted the help of experts.

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Introduction

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Monthly income-expenditure report

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Current tasks of the users

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Simple login

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Employee profile

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Document upload process

Process

Our process

Once the concept was developed, it was a matter of strategic planning and dividing the goal into several milestones. We were able to integrate artificial intelligence in such a way that receipts and other documents are automatically matched. This saves the financial advisor a lot of time and allows him to do his job even faster.

features

Main features of the application

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Automatic retrieval of data from documents with artificial intelligence.

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Services such as payroll, auditing and taxation are offered

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Chat option to connect with the Presenta representative.

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Users have the option to choose quarterly or annual services.

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Artificial intelligence can retrieve data from multiple documents.

Technology

Technology stack

frontend Technology

HTML, CSS, jQuery, Bootstrap, Javascript

Server architecture

Server: AWS / Apache2, Server operating system: Ubuntu 18.04

Backend

Laravel / PHP

Security

Login security, user authorization MD5 encrypted, passport token, Laravel csrf token, sensitive information security, SSL integration and database security

Database

MySQL

AI

Django - python

Save image

AWS S3-Bucket

Android

Java

Ios

Swift