Trading Insights Portal

Client: Trading Insights Portal is a Chicago-based Fintech company that provides market data and information to trading professionals. Through its portal, users can access expert advice and gain valuable insights about financial markets.

Challenge: Trading Insights Portal faced several critical challenges with its existing community infrastructure. The portal was hosted on WordPress, which severely limited scalability and lacked the flexibility needed to support new, high-demand features that could attract a broader customer base. The open-source trading chat software, Rocket Chat, was riddled with critical bugs that hampered communication and diminished user visibility. This created a fragmented and frustrating experience for users, which ultimately impacted engagement. Additionally, the need to manage separate user accounts for both the portal and chat system led to frequent synchronization issues, requiring extra manpower and resources to resolve.

Solution: The SSI team recommended and successfully facilitated a complete migration from WordPress to InVision Community. This new platform not only improved scalability to accommodate a growing user base but also offered advanced features that enhanced the customer experience and attracted new users.

SSI also took action to fix the critical issues within Rocket Chat by applying essential bug fixes and making significant performance improvements. This included optimizing the server infrastructure by adjusting multi-container servers with load balancers, improving user visibility, and boosting overall system performance.

A crucial element of the solution was the implementation of Single Sign-On (SSO), which unified the user accounts across both the community portal and the chat software. This seamless integration eliminated the need for multiple logins and streamlined user management, improving both efficiency and user experience.

Result: The migration to InVision Community proved to be a transformative move for Trading Insights Portal. The new platform’s scalability allowed the company to rapidly grow its user base without encountering the previous limitations of WordPress. Additionally, the visually appealing and user-friendly design of the new portal contributed to a noticeable increase in conversions, as users found it easier to engage with and navigate the platform.

The streamlined content creation process significantly reduced time and resource investment, enabling the company to focus on other high-priority areas. With the implementation of SSO, users experienced a seamless and frictionless login process, improving their overall satisfaction.