3 Tips for Building the Best Client Portals for Financial Services

Client portals are one of the most highly requested things that software companies are asked to build. They are perfect for whichever financial industry you may be in, as it allows you to communicate with your clients in an effective and efficient way.

Here are the Top 3 tips you should keep in mind when building a client portal:  

1. Real Time 

Your client is going to greatly appreciate it if you are able to provide them with some real time data. While offering real time data does take extra time due to the needed integration, it allows your customers to access their real time assets and not yesterday’s old batch of data.

2. Sell your Service on the Portal

Adding an element of cross selling is going to be very useful, as it allows you to maximize your marketing efforts and tell your existing clients about possible new services you may have. 

Your cross selling doesn’t need to be super sophisticated, but even something as quick as a banner image promoting a new service when a client signs in is enough to get any new services introduced to your existing clientele. 

3. Add a Chat

Customer service is key to any industry. Customers value being able to get quick and easy help and you want to make sure your company can offer them that. Adding a live chat function to your client portal is a cheap and effective way to give your clients quick customer service at their fingertips. 

Having a client portal is an essential part of almost any business. It provides companies with a quick way to communicate with their clients, while also providing their clients with convenience and an easy way to check their assets. 

ISU Corp can help program your next client portal and with these three tips in mind, we can assure your customers will be satisfied. Reach out today for more information on how we can help.

10 Best Automation Tools to Integrate Into Your Business

With the network today moving so rapidly, we need to ensure that the software being developed is at prime quality and efficiency. To help with this there are resources to help with analyzing the automation power of the software. 

A few key factors that companies have taken into account when making adjustments include investigating the Continuous Integration (CI), Continuous Deployment (CD), Agile, and DevOps techniques.

The aspiration of automation testing has evolved from being solely focused on lessening the time needed to analyze, to now having the ability to utilize the test subjects.

Test automation has allowed for a prosperous adoption of Agile and DevOps. On the other hand, the World Quality Report shows limited automation from the testing, which has caused extreme hold-ups with future plans in the QA and analysis.

Having the ability to utilize the correct tools when automation testing, makes it exponentially easier to ensure that you are delivering a quality and efficient piece of software. Ensuring that you’re choosing the right tools to automate is integral to the software development process. 

Because of this, many software development companies are having the realization they should be increasing the budget for automation. 

The Top 10 Automation Systems For 2020:

1. Selenium

Selenium is specifically targeted at web application analysis, and it is ranked #1.

Selenium has the ability to analyze several browsers and operating systems consecutively, while also supporting a reasonable amount of programming languages.

Top Features:

• Helps develop expert automation plans

• Starting point for most alternative software testing systems

• Correlated test execution, that reduces the execution time

2. Appium

Appium is the primary open-source automation system – that is mainly used for mobile applications. It utilizes automation features from native, hybrid, and mobile web applications for both iOS and Android.

Top Features:

• Efficiently makes any mobile app from any program language and framework automatic

• Tests original apps that don’t require SDK or reconfiguration

• Motivates iOS, Android and Windows apps into using the WebDriver regulations

3. Katalon Studio

Katalon has the ability to utilize its automation tools on both web and mobile application development environments.

This system has the ability to work in addition to Selenium and Appium, of which simplifies API, web, and mobile automation systems.

Top Features:

• All-around system as it has the ability to operate on Windows, macOS, and Linux

• Several built-in keyword options for developing test subjects

• Minimum programming skill is necessary for this system

4. Cucumber

Cucumber is a Behaviour Driven Development source with an extensive list of users like PayPal and Canon. As well, it supports multiple different languages.

However, Cucumber only supports the web.

Top Features:

• Code information can be displayed on multiple frameworks, much like Selenium

• Practice code is prepared in basic English that is known as Gherkin

• Supports program languages like Ruby, Java, Scala, and Groovy

5. HPE Unified Functional Testing (UFT)

Previously, known as the QuickTest Professional (QTP), it is a multi-platform automation system. The HPE system unifies developers and testers, offering optimal solutions, while maintaining a budget.

HPE has the ability to make Web, Desktop, SAP, Java, Oracle, Mobile, and Visual Basic software automatic.

Top Features:

• Utilizes VBScript as the program language

• Allows for data-driven testing

• Provides access to multiple browser and platform capabilities

6. WorkSoft

Top of the line industry automation system for SAP that utilizes the Agile and DevOps platform.

Created to conquer the more complicated automation issues.

The only code-free automation system across multiple platforms. 

Top Features:

• This system can be launched even if the SAP is being integrated, upgraded, or in maintenance phase

• Can automate SuccessFactors, Concur, Syclo, Ariba Network, and SAP Fiori User Experience (UX)

• Provides an in-house data management system

7. IBM Rational Functional Tester (RFT) 

The commercial grade testing system by IBM. This system is utilized mostly for automatic functional and regression testing.

Much like the others, this tester is supported by multiple development environments and servers like Siebel, Net, SAP, Java, PowerBuilder, Flex, to name a few. 

Top Features:

• Layout feature to assist with visualizing and editing, while using the natural language and screenshots from the applications

• Foundation of 2 software languages; Java and VB.Net

• Utilizes the IBM rational quality manager regularly

8. Telerik Test Studio

Known as one of the best systems for automation, offering you an all in one base to assess your desktop, web, and mobile applications.

Offers multi-browser support with the ability to playback any information that may have been missed. Telerik is equipped for GUI, performance, load, and API testing.

It is also a software automating applications with HTML5, Angular, AJAX, JavaScript, Silverlight, WPF, Ruby, and is compatible with both iOS and Android.

Top Features:

• Understands REAL software coding language; such as C# and VB.Net, as well as both scripting languages

• The ability to plan tests, and execution with robust reporting

9. SoapUI

Commonly known as the smart function, open-source testing system that is designed by Smartbear – the head Gartner Magic Quadrant of Software Automation Testing.

It offers an extensive API Testing structure for Representational State Transfers (REST) and Service-Oriented Architectures (SOAP).

The negative to SoapUI testing is it is not for web or mobile, but it is commonly the system of choice from API and other services.

Top Features:

• Scripts are easily reusable

• Simple as drag and drop structure

• Ability to analyze asynchronously

10. TestComplete

This is one of the most sought-after automation systems for testing desktop, mobile, and web software applications. It has the ability to use multiple different scripting languages such as VBScript, Python, and JavaScript. 

TestComplete has powerful features that allow you to record and replay, when building and running a functional UI test.

Top Features:

• Reusable scripts

• Easily developed and automatic test scripts without having to create code

• Step-by-step visual record and playback features

 Choosing the Best One for Your Business

Ultimately, any software you get won’t ever be completely bug free, especially when working with Automation features and test systems. However, with the systems above, we have the ability to minimize the number of bugs and issues. 

Having such a large selection of Automation solution tools to choose from can be useful, since it allows you to choose what’s right for your business.

However, sometimes it can feel overwhelming. Feel free to contact us for more information or tips on choosing the right one!

Recondition Yourself for Success!

Did you know?

70% of smokers say they would like to quit but can’t.

92% of people fail at their New Year’s resolution within the first month.

85% of drug and alcohol addicts relapse after recovery.

95% of people who lose weight fail to keep it off long term.

98% of people die without fulfilling their dreams. 

People want to progress; they want to be and feel better.

The problem is they have developed characteristic patterns of thinking and behavior; they focus on the same images and ideas, and they keep asking themselves the same questions. They do want a new result, but they continue to act in the same way.

You have inside the necessary resources to change anything in your life. It’s just that you have a series of associations that usually prevent you from utilizing your full potential. These associations have their pathways already linked in your nervous system, making you react to situations in a certain way, which, in most cases, has nothing to do with the event itself.

If you want to get new results in your life, knowing your outcome and getting some leverage will not be enough. You can be motivated to change, but if you keep doing the same things and repeating the wrong patterns, your life will not change; all you’re going to get is more pain and frustration.

You need to change your approach.

Remember the old record albums? Those discs (we called them LPs back then) can consistently reproduce the same sounds because of the groove in which the sound is encoded. But what would if happen if you picked the record, took a needle, and scratched it back and forth several times?

The pattern encoded in the groove will indeed be deeply interrupted, and the record will never play the same way again.

Likewise, interrupting your limiting patterns of behavior or emotions can change your life.

Just like Marianne Williamson said, “you must learn a new way to think before you can learn a new way to be.”  

Three things must be in place for you to make these changes and make them last. They are the three fundamental steps of Neuro-Associative Conditioning:

1.      Get leverage on yourself. You need to make a decision and acknowledge that:

• Something MUST change.

• You MUST change it.

• You CAN change it.

2.      Interrupt your current pattern of association. You have to scratch the olf pattern of thinking, feeling, and behaving by doing something weird, out of the ordinary in the way you talk or move your body (use ludicrous words instead of the harsh ones you say when you’re angry, for instance).

3.      Condition a new, empowering association. Install a new alternative, and work on its reinforcement until it’s conditioned. Like an out of tune piano, human behavior needs to be continuously reinforced until it becomes a habit. Piano tuners have to keep checking and adjusting the strings until they stay in tune –notice that we call the process ‘conditioning,’ which means that you’ll have to regularly check and reinforce the changes, so you don’t allow the option of getting back to the old way.

Always remember to link pleasure to your new alternative. Reward yourself emotionally each step of the way to accelerate the development of the new pattern.

Let’s continue this topic next week.
Until then, stay strong!

One of the core values we have as a company is to inspire and empower people in all aspects of their lives. Additionally, if you want to read about our Custom Software Solutions and Consulting Services, please visit www.isucorp.ca, or book a meeting to review your software project.