Case studies / Zeptos
Fintech · Zapopan, Mexico
Zeptos: a personal finance and wealth platform, from product definition to post-launch control
Zeptos needed a fintech platform built from the ground up, and a way to keep evolving it after launch without losing control.
Fact sheet: : : :
Client
Zeptos
Country
Mexico (Zapopan)
Industry
Financial services
Built
Personal finance (PFM) app and financial marketplace
Technology
.NET Core, Azure SQL, Azure
The challenge
User accounts, transaction flows, financial data from open banking, admin controls and an infrastructure ready to grow. Then, after launch: respond to early user feedback and fix issues fast without breaking stability.
How we did it
01
Requirements (Discovery Sprint)
Scope, core features and priorities.
02
Estimate and quote (Blueprint)
Backlog, technical architecture and execution plan.
03
Development sprints (Product Sprints)
Two-week cycles.
04
Launch (Launch Sprint)
A stable production release.
05
After launch
A dedicated development team focused on stability and controlled evolution: backlog prioritization, sprint-based execution, QA and release validation.
What we built
[x]
Sign-up, login and account management
[x]
Transaction flows and financial data from open-banking integrations
[x]
360° portfolio dashboard, net worth tracking and budgeting
[x]
Retirement planning, tax and investment modules, and debt management tools
[x]
Admin dashboard, data tracking and reporting
[x]
Scalable backend on Azure
Results
[x]
A consumer wealth platform that turns scattered bank and investment accounts into one up-to-date financial picture
[x]
Stable operation after launch
[x]
Controlled evolution and faster response to user needs
Testimonial