CRMFinTechBanking

Connect360

Analytical CRM for banks — driving revenue per customer through predictive analytics.

Overview

Client Overview

Connect360 is an analytical CRM built for banks to drive data-driven revenue decisions. We worked as Backend Engineers, building core CRM modules from the ground up — employee performance scoring, marketing campaign management within banking hierarchies — and handled on-premise deployments on bank servers along with API development and payment integrations.

Industries

CRMFinTechBanking

Technologies

AngularPythonDjangoDjango RestMySQL

Status

Live & Active
Challenges

The Challenges

1

Modeling marketing campaigns within a deeply hierarchical banking org structure.

2

Deploying on-premise into secured bank environments with limited tooling.

3

Designing a fair employee performance scoring system across diverse banking roles.

4

Maintaining performance with a MySQL data layer holding rich CRM history.

Solutions

Solutions & Strategies

01

Core CRM Modules

  • Built employee performance scoring with rule- and KPI-based evaluation logic.
  • Designed marketing campaign management that respects banking hierarchies.
02

API & Payments

  • Developed and maintained Django REST APIs for the Angular frontend.
  • Implemented payment integrations into core banking workflows.
03

On-Premise Deployment

  • Deployed onto banking servers with their own networking and security constraints.
  • Set up update flows compatible with bank ops review cycles.
Results

The Results

Key Achievements

  • Helped drive measurable ROI gains reported by the product (cited at 300%).
  • Employee performance and campaign management modules running in production.
  • Successful on-premise deployments inside banking infrastructure.
  • Maintained APIs powering a live Angular CRM frontend.

Project Highlights

  • Banking-grade on-premise deployments.
  • Hierarchy-aware campaign management.
  • Performance scoring modules used by banking teams.
  • Django REST + Angular full-stack delivery.
Tech Stack

Technologies Used

Frontend

Angular

Backend

PythonDjangoDjango REST

Database

MySQL

Deployment

On-Premise Banking Servers

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