Making Sense
11 Case Studies
Case Study: CCI Puesto De Bolsa boosts investor engagement with Making Sense
A Making Sense Case Study
CCI Puesto De Bolsa boosts investor engagement 3x with Making Sense
Making Sense partnered with CCI Puesto de Bolsa, a top brokerage firm in the Dominican Republic, to address their challenge of investor dependency on executives for portfolio updates and transactions. This reliance created operational bottlenecks and slowed responsiveness, making it essential for CCI to modernize its offering with a self-service digital platform to stay competitive.
The solution implemented by Making Sense was a comprehensive web-based investment platform built with Python, Next.js, React, and AWS. This provided investors with 24/7 access to real-time portfolio data and streamlined digital onboarding. The results were significant, including a 3x increase in user engagement, a 30% growth in investors, and an 80-90% reduction in time spent on investor inquiries, positioning CCI as a fintech innovator.
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