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Boosting Employee Satisfaction Through an Innovative Financial Portal

How Vertikal and RIA Latam Revolutionized Employee Benefits with Custom Financial Tools

About this project

Vertikal teamed up with RIA Latam International to create a custom internal portal that simplifies how employees access and manage financial products like cars, personal, school loans, and others.

This portal not only makes it easier to apply for these benefits but also offers daily tips to help employees manage their finances better.

Integrating key financial insights from HR, administration, and accounting, the portal has significantly improved financial awareness and satisfaction among RIA’s employees, enhancing their overall workplace experience by providing this benefit for everyone working at RIA.

Key Challenges

Vertikal was entrusted with developing an internal portal for RIA International’s employees, aimed at simplifying access to various financial products such as car loans, personal loans, and educational loans.

This initiative was designed to streamline the application processes and provide valuable financial insights directly to RIA’s workforce.


  • Loan Application System
  • CRM Integration
  • Security and Data Privacy
  • Financial Reporting


  • 1 UI/UX Designer
  • 2 .Net Developers
  • 1 Product Owner
  • 1 Project Manager


  • Agile Development
  • Scrum Framework
  • User-Centered Design (UCD)
  • Lean Management
  • Risk Management


    • Internal Financial Portal
    • Financial Management Tools
    • Integration System
    • Learning Implementation
    • User Training Materials

      Our Approach

      Vertikal approached the RIA Latam International project with a focus on user-friendliness and practical utility.

      We started with a thorough understanding of RIA Latam’s needs through initial discussions, pinpointing exactly what features would most benefit their employees.

      Our development was agile, allowing for adaptive changes based on ongoing feedback from early testing phases. We integrated the portal seamlessly with existing HR and financial systems for smooth operations and delivered comprehensive training to ensure employees could make full use of the new tools. This approach ensured that the portal was not only functional but also a valuable asset to RIA Latam’s workforce.

      The Results

      The project with RIA Latam International was a resounding success, resulting in a comprehensive internal portal that significantly improved access to financial products for employees.

      This enhancement in workplace benefits has led to increased financial literacy, better financial management among employees, and overall higher job satisfaction.

      Vertikal’s tailored solution met the unique needs of RIA Latam, demonstrating our commitment to enhancing employee well-being through innovative technology solutions.

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