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Sungard Financial sales app on an iPad, built for enterprise financial services sales

Powering Enterprise Financial Services Sales

Sungard logo
Services
Hybrid, UX & UI Design
Sector
Financial Services

Meet the Client

Sungard Financial Systems (now part of FIS) provides mission-critical software to financial institutions worldwide, from trading platforms to portfolio management and asset accounting.

As its international sales and marketing team grew, Sungard rolled out Microsoft Surface tablets and needed bespoke tools to show the full breadth of its services.

Sonin designed and built a suite of web and tablet-based tools that helped field teams present with confidence and engage clients more effectively.

Building a Suite of Sales and Marketing Tools for FIS

For fast growing financial services firms that grow through acquisition, complexity is a given. Giving sales teams clear, consistent ways to communicate a growing product range can make all the difference to how well an acquisition performs.

For Sungard, we built a suite of web and tablet tools that gave sales and marketing teams around the world the confidence to present their full range of services clearly and consistently.

Key Features

Dynamic Asset Management Tools – Bespoke portfolio management views with interactive data and custom inputs.

Market Trend Visualisation – Responsive graphing tools that make financial trends easy to explore and present.

File Sharing & Demo Distribution – Sales teams can share resources, client decks and product demos directly from the app.

Global Surface Tablet Rollout – Built for touch-based, offline-compatible use across multiple regions.

Enterprise-grade UX – Interfaces designed to reduce cognitive load while handling complex financial data.

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