Salesforce based wealth-management and investment management solution | JET BI

Case studies

Salesforce based wealth-management and investment management solution

Professional Services
04 March, 2019
  • 1 QA Team Lead
  • 1 Automation QA
  • 3 QA Engineers
  • Selenium
  • Postman
  • Salesforce Developer console
  • Jira
  • Zephyr
  • TunnelBear

2,5 years

Project description 

Our team was assigned to develop an investment center - a full-scale wealth-management and investment management solution for the US mass market. This app is designed for investment managers, analysts and investors who can authorize, manage customer main data (including households information), create and maintain proposals, design portfolios, search live stream info, and use different integrated partner wealth-management\investment planning tools.

Goals and tasks 

The goal was to build a Salesforce employee Help Center, that integrates seamlessly with Salesforce Cases and Knowledge

Project scope 
  • Automate Smoke and Regression Testing
  • Verify integration with 4 systems
  • Design tests for different Personas and different level of access
  • Design detailed test documentation
  • Perform cross-browser testing
  • Check different features in dependency of environment
  • Analyze and test business requirements Usability testing
  • 2 fully tested versions of application were successfully released
  • Safe 1h per week by automatization Smoke test
  • Safe 7h per week by automatization Regression Test
  • Test documentation was provided to the customer
  • More than 1000 defects did not “go live”
Advantages of JET BI 
  • All engineers ISTQB Certified
  • Deep knowledge in CRM systems
  • Workflow transparency
  • Flexible engagement models
  • Minimal on-boarding overheads

About Us

We develop and implement business intelligence solutions based on SAP BO/BW platform. We also provide the full cycle of Salesforce consulting: Salesforce implementation and customization, support, and ISV solutions. Mobile Development Department focuses on business solutions for iOS and Android. 

Get in touch

Minsk, Belarus
220002, Masherova avenue 19, 8 floor
Phone: +375 17 355 24 16



Connect With Us