Overview

Edward Jones is a financial services firm founded in 1922 that offers investment and wealth management services to individual investors. Founded in 1922. The firm is renowned for its personalized approach to investing, focusing on building long-term relationships with clients. Edward Jones offers many investment options, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), annuities, and insurance products. They also provide retirement planning services, college savings plans, and estate planning assistance.

Technical Stack

  • PreactJS
  • TailwindCSS
  • Storybook
  • React

    • Industry

    BFSI

  • region

    • Region

    United States

  • project-size

    • Project Size

    Non-Disclosable

Highlights

Customer Classification

Secure User Authentication

Personalized Financial Services

Comprehensive Financial Planning

Challenges & Solutions

Classifying varied types of customers

  • Solution: Integrated the database with the user portal to ensure user login authentication and verification to offer easy access to the services rendered.

Verification & Authentication of Customers

  • Solution: Developed a comprehensive portal where users can get financial advice, investment plans, tax calculations, reminders, estate property planning, and more.

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13+

Years of Business
Experience

1458+

Happy
Customers

12+

Countries with
Happy Customers

1050+

Agile enabled
employees

Core Features

  • Financial Advice: Personalized guidance for managing your money.
  • Life Insurance Insights: Valuable information on life insurance options.
  • Investment Advice: Expert recommendations to grow your wealth.
  • Estate Planning: Resources and guidance for protecting your assets.
  • Tax Support: Simplified checklist and calendar for filing taxes.
  • Financial Calculators: Easily calculate retirement, rewards, and savings values.
  • no.-of-resources

    • No. of Resources

    2

  • time-frame

    • Time Frame

    March 2019-Ongoing

Screenshots

Enhanced Security and Personalization for Financial Services
Enhanced Security and Personalization for Financial Services

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