Old Mutual Advisor
In collaboration with Pure Survey, we've enhanced the Old Mutual Advisor iOS application to streamline operations for the sales team, providing powerful tools for client management and performance tracking.
Technologies Used
Project Overview
In collaboration with Pure Survey, we've enhanced the Old Mutual Advisor iOS application to streamline operations for the sales team. The app provides access to essential information, enables goal setting and monitoring, and facilitates client interactions.
Old Mutual, one of South Africa's leading financial services providers, needed a comprehensive mobile solution to empower their sales team in the field. The application delivers powerful features for tracking unpaid debits, gamifying sales to boost motivation, and scanning documents for financial and medical data extraction.
Additionally, sales staff can easily access internal documentation and attend conferences with seamless check-in and out capabilities for events, speakers, and venues. Built using a combination of SwiftUI for modern interfaces and UIKit for complex interactions, the app leverages both Swift and Objective C to integrate with existing systems while providing a cutting-edge user experience.
Key Features
- Access to essential financial product information and documentation
- Goal setting and monitoring tools for sales team performance tracking
- Comprehensive client management with detailed interaction capabilities
- Unpaid debit tracking and payment monitoring for financial oversight
- Gamification features to boost sales team motivation and engagement
- Document scanning with OCR for financial and medical data extraction
- Easy access to internal documentation and knowledge resources
- Conference management with seamless check-in and check-out capabilities
- Event, speaker, and venue tracking for professional conferences
- Offline functionality for seamless operation in any environment
Technical Excellence
Leveraging the latest iOS technologies while maintaining compatibility with legacy systems.
Modern UI Framework
Built with SwiftUI to provide a responsive, native iOS experience with smooth animations and intuitive navigation.
Hybrid Architecture
Combines SwiftUI and UIKit to leverage the best of both worlds - modern declarative UI with proven component stability.
Document Intelligence
Advanced OCR capabilities for scanning and extracting data from financial and medical documents on-the-go.
Offline-First Design
Critical features work seamlessly without internet connectivity, with automatic sync when connection is restored.
Performance Optimization
Optimized for battery life and responsiveness, ensuring smooth operation throughout long working days.
Gamification Engine
Engaging progress tracking and achievement systems to motivate sales teams and celebrate success.
Partnership with Pure Survey
This project showcased the power of collaborative development. Working alongside Pure Survey, Enamic focused on the iOS application enhancement, bringing our mobile expertise to create a solution that perfectly serves the needs of Old Mutual's sales force.
The partnership allowed us to combine our deep understanding of iOS development with Pure Survey's domain expertise, resulting in an application that not only meets technical requirements but truly empowers financial advisors in their daily work.
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