AI-based Financial Data Management Platform

Financial platform that automates key-decision making processes, with AI-based predictive modules that reflect the credit cycle. This financial platform is equipped with rich data-streaming, processing, and reporting capabilities to provide real-time, on-demand data.

Technologies / Platforms

Project Background

The client is an innovative, South Korean Fintech company that was the first to be granted a special license from the State Financial Regulator. They focus on providing AI-based services across the value chain for banks and financial institutions(e.g., new customer acquisition, dynamic credit scoring, underwriting with multi-dimensional models, up/cross-sell marketing, automated risk management, and real-time fraud detection).

The client started out by developing and integrating AI applications into the operating systems of Korean financial institutions. Presently, they are working on building a fully-digitized financial ecosystem that connects Retail Banking and Capital Market, based on specialized AI modules for different value chains. The company has a clear product vision, detailed documentation, and a core API developed by in-house software engineers. 

The client was looking for professional software developers who could build the frontend part of the platform and connect it with their API in the most seamless and efficient way.


As a trusted provider of Fintech software development services, Itexus was selected to ensure a comprehensive visualization of massive financial datasets and data-driven insights. The client chose to partner with us due to a combination of our established software delivery processes, relevant experience in financial product development, and positive customer references.

Engagement model

Time & Materials

Effort and Duration

Ongoing, since February 2019


Data Management Platform

Project Team

1 Business Analyst, 1 Backend developer, 2 Frontend developers, 1 Team Lead, 1 PM

Tech stack / Platforms

Functionality Overview

Our team delivered a frontend part for the platform that is able to pull large amounts of financial information from the client’s database and provide a comprehensive visualization. The visualized data is then made available to end users (e.g., banks and financial institutions) via a paid subscription.

The biggest challenge of the project was finding a technical solution that would enable fast and seamless data transfer from the client’s API (which generates data in the JSON interchange format) to the interface (where the collected data is visualized in multiple forms, diagrams, and charts).

As direct communication between the frontend and the API would hinder the system’s real-time updates and user experience, our engineers suggested adding backend functionality to the system.

The backend communicates with the client’s API, sends requests to the server, and receives data from the client’s system. On top of that, the solution features a PostgreSQL-based database, which stores pre-aggregated data. The system’s backend structure validates and filters the collected data before transferring it to the frontend. As a result, the database’s performance and user workflow is no longer impeded by time-consuming data migrations.

For the frontend part of the solution, we used a combination of the React framework and the Redux library. The backend part is built on the Django REST framework.

Development Process


  • Implemented multiple types of data presentation
  • Recharts library and the React-Vis library


  • Design review and implementation
  • Ant Design templates

Customizable workspace

  • Filter out the information inside data blocks and personalize data visualizations

Architecture Highlights


For data reporting, our team implemented multiple types of data presentation, including diagrams for personal data, credit rating changes, and other metrics. The components came from the Recharts library and the React-Vis library, selected by Itexus’ frontend developers and designers, and subsequently customized in accordance with the platform’s visual style.


While the client’s in-house team created the graphic design, Itexus was responsible for design review and implementation, as well as user experience enhancements. We used Ant Design as the main library for UI components (e.g., buttons, headers, sidebars, tables).

Customizable workspace

Once subscribed, end users can filter the information presented inside data blocks and personalize data visualizations. In other words, they can choose data sets and rearrange data blocks in accordance with their preferences.


Working with the Itexus team, the client managed to create a custom, easy-to-use, AI-driven financial data management platform that is suited to the needs of their end users: banks and financial institutions. The solution enables end users to quickly receive and view requested data about their clients.

Currently, work is underway to implement functionality enhancements and new UI elements.

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