Real impact, measurable growth
Our collaboration with CCI delivered significant value, unlocking operational efficiency, accelerating client acquisition, and positioning the firm as a digital leader in its market.
CCI PUESTO DE BOLSA - FINANCIAL SERVICES
Empowering investors with a future-ready self-service platform
We partnered with CCI Puesto de Bolsa, one of the Dominican Republic’s top three brokerage firms, to launch a self-service investment platform that modernized operations, boosted investor autonomy, and reduced reliance on the sales team.
The result: accelerated onboarding, greater client engagement, and operational efficiency, positioning CCI as a fintech innovator in its market.
3X
INCREASE IN USER ENGAGEMENT
+30%
INVESTORS AFTER IMPLEMENTATION
-85%
IN TIME SPENT ON INVESTOR INQUIRIES
About CCI Puesto de Bolsa
CCI Puesto de Bolsa is a leading Dominican brokerage firm serving more than 4,500 clients with investment products and personalized advisory services. The firm is recognized for its innovative approach to financial solutions and commitment to client service.
At a key growth stage, CCI set out to strengthen its market position through digital innovation and a scalable operating model, enabling growth without increasing headcount.
The starting point
Before the project, investors had limited visibility into their portfolios, relying heavily on executives for updates and transactions. This dependency created operational bottlenecks, slowed responsiveness, and reduced user autonomy.
Executives spent significant time handling repetitive inquiries, limiting their ability to focus on strategic business
development. Meanwhile, competitors were already adopting digital solutions, making it essential for CCI to stay ahead with
a proactive, technology-driven approach.
To bring this vision to life, CCI needed to:
-
Modernize its offering with a self-service digital platform
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Provide investors with 24/7 access to real-time portfolio data
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Reduce reliance on executives for routine inquiries and updates
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Streamline onboarding with digital contract signing
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Lay the groundwork for future transaction capabilities
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Turn onboarding into a lead generation engine
THE GOAL
Driving CCI’s digital transformation
Our goal was to build a future-ready investment platform that delivers real-time access, streamlined onboarding, and greater investor autonomy—positioning CCI as a fintech innovator capable of scaling without increasing headcount and setting the stage for continued growth.
What we did
We worked closely with CCI’s leadership to design and deliver a comprehensive, web-based investment platform. The solution prioritized user autonomy, seamless onboarding, and real-time access to information—reducing manual processes and freeing executive bandwidth.
With a collaborative and agile approach, we ensured rapid go-to-market while maintaining high quality standards. We also implemented performance optimizations to ensure fast load times and a smooth user experience.
Key initiatives included:
- 24/7 portfolio access with real-time performance insights
- Fully digital onboarding to streamline account creation
- Digital contract signing to reduce friction and eliminate paperwork
- Self-service account management for document uploads and updates
- Mobile app compatibility with Apple Vision Pro for immersive user experiences
- Integration of marketing campaigns into onboarding, turning the platform into a lead generation engine
A STRONG SOLUTION
The tech stack
To guarantee a scalable and future-ready solution, we assembled a cross-functional team covering front-end, back-end, UX/UI, QA, project management, product analysis, and DevOps. This structure ensured seamless integration with CCI’s existing systems while maintaining the flexibility to adapt to future business needs.
The platform was built using Python, Next.js, React, and AWS—technologies chosen for their robustness, scalability, and ability to deliver a high-performance, secure, and user-friendly investment experience.
Results
Delivering lasting business value.
The new platform not only met CCI’s goals for efficiency and client experience, but also exceeded expectations—driving measurable growth, strengthening market position, and creating a scalable foundation for future innovation.
Engagement that drives loyalty
3× increase in user engagement within the first month validated the product-market fit and demonstrated the platform’s usability.
Faster onboarding, more investors
+30% investor growth after introducing the self-registration process, making account creation faster and simpler.
Efficiency gains that free resources
80–90% reduction in executive inquiry time, enabling teams to focus on strategic priorities instead of repetitive requests.
Higher conversion rates
Onboarding conversion increased by 80%—from 22% to 40%—after integrating digital contract signing, reducing friction and accelerating acquisition.
Innovation leadership
Apple Vision Pro compatibility positioned CCI as a fintech innovator, attracting high-tech early adopters and differentiating the brand in a competitive space.
- We are product builders.
- We are result accountable.
- We are strategic partners.
Our company has evolved in an accelerated, rapid, and positive way through our interaction with Making Sense. It has been a significant and important growth. We have understood technology as a fundamental strategic support aspect for our growth. They have taught us how.
Jose Antonio Fonseca Zamora - CEO
at CCI Puesto de Bolsa
at CCI Puesto de Bolsa
Looking forward to making
sense with you
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