Secure banking portal solution

Finance company makes £1M in three months with new banking portal solution

Influential Software developed a flexible banking portal solution for the client’s main website that enabled a significant profit after launch.

A image showing different services available with our banking portal development solutions

Executive brief

Rebrand and rebuild

Our client is a finance company that provides credit to millions of customers in the UK. Influential Software’s digital portal experts helped the company replace its outdated CMS software with a high-end replacement. The benefits of this banking portal solution were:

easy to navigate

better performance

improved data security

hands-on support

Curious about how we achieved this banking portal solution? Read on to find out more.

The full story

Purple arrow encouraging readers to scroll down for the rest of the insurance document management system case study

The challenge

Outdated banking portal

At the time of this project, the client was struggling with an outdated and insecure CMS. Being able to trust its banking portal with sensitive customer data was vital, but existing security measures were falling behind. The company also needed to improve the performance and security of the deposit account sign-up experience. The pre-existing set-up was:


  • not easily testable
  • expensive to maintain
  • not reusable or flexible


It was clear to our client that rebuilding the intranet was crucial for the company’s ongoing competitiveness.

The solution

Complete portal overhaul

To help our client reach its business goals, we decided to rebuild the front- and back-end of the portal in Umbraco.


Our developers also introduced an upgraded “Quick Quote” feature. This service automatically suggested different loan terms for people who wouldn’t normally be eligible for a loan. The feature was immensely successful from the moment it hit the market, making the client £1 million in the first three months.


In order to further support our client, we introduced automation of software infrastructure deployments. This included creating Azure web apps that provided application insights and Azure SQL databases on a common infrastructure pipeline.

The benefits

Award-winning security

The primary benefit of this Umbraco solution was reduced security risk. This meant the company’s sensitive data was protected from potential attacks. We were also able to introduce a highly profitable Quick Quote feature to the market on the client’s behalf.


Overall, the business benefits of this digital portal refurbishment were:


  • time saved and increased sales
  • achieved total data protection
  • reduced site maintenance costs
  • supported effective working through automation


From secure development to technical support, we helped this client transform its business efficiency and productivity in the long term.

Looking for a secure solution?

This finance company is one of dozens of businesses that benefit from our portal expertise. To find out how we can help you, check out our digital portals page.


4th February 2021
digital portal, data security, cms development

Privacy Preference Center




Analytics cookies collect information that is used either in aggregate form to help us understand how our Websites are being used or how effective our marketing campaigns are, or to help us customise our Websites for you.

Google Analytics
The cookie _gcl_au is used by Google Analytics to understand user interaction with the website.

For example, in order for Google Analytics to determine that two distinct hits belong to the same user, a unique identifier, associated with that particular user, must be sent with each hit.

The analytics.js library accomplishes this via the Client ID field, a unique, randomly generated string that gets stored in the browsers cookies, so subsequent visits to the same site can be associated with the same user.

By default, analytics.js uses a single, first-party cookie named _ga to store the Client ID, but the cookie's name, domain, and expiration time can all be customized. Other cookies created by analytics.js include _gid, AMP_TOKEN and _gac_. These cookies store other randomly generated ids and campaign information about the user.

Google Analytics
_gcl_au, _gid, _ga, gtm_preview


WordPress uses cookies for authentication. That means that in order to log in to our WordPress site, you must have cookies enabled in your browser.

There are two types of cookies set by WordPress.
1 — Session cookies — These are ‘strictly necessary’ cookies as WordPress will not be able to function without it.
2 — Comment cookies — These are not ‘strictly necessary’ cookies and are set when users leave a comment on a post.

Wordpress Session cookies:
Users are those people who have registered an account with the WordPress site.

Wordpress comments:
Comments are usually turned off by default.
If by chance they are still active on a post, asides being turned off when spotted, data from these are not saved by Influential.
- When visitors comment on a post, they too get cookies stored on their computer. This is purely a convenience so that the visitor won’t need to re-type all their information again when they want to leave another comment. Three cookies are set for commenters:

Wordpress, Intercom
comment_author_{HASH} comment_author_email_{HASH} comment_author_url_{HASH} wordpress_[hash] wordpress_logged_in_[hash] wordpress_test_cookie wp-settings-{time}-[UID]