Financial Document Engagement Analytics Platform


PDFs are widely used for sharing important financial documents, such as investment reports, financial statements, and prospectuses, within the financial industry. However, there is a lack of tools to assess the effectiveness and level of engagement these materials generate. To address this gap, a system that measures PDF viewing time and provides valuable insights into reader engagement is essential for financial professionals.


We have developed a specialized platform tailored for the finance industry that measures PDF viewing time and engagement for B2B clients. This system manages user and company accounts, allows for PDF uploads, generates unique viewing links, measures viewing time, and provides in-depth engagement statistics.


User and Company Account Management: Create and manage user profiles and company accounts, ensuring secure access to financial documents and engagement data.

Document Upload and Link Generation: Upload financial PDFs and generate unique, shareable links that enable viewing while tracking engagement metrics.

Viewing Time Measurement: Accurately measure the time spent viewing financial documents to gauge reader interest and comprehension.

Engagement Statistics: Provide in-depth analytics on viewer engagement, including time spent on each page, scroll patterns, and overall interaction with the document.

Customer Relationship Management: Integrate CRM functionality, allowing users to track and manage client interactions more effectively.

User Notifications: Enable notifications to users about document updates, viewing activity, and engagement metrics.


Project Duration: 2 months

1 Bridge Engineer: Facilitates communication between the client and the development team to ensure project alignment.

1 Technical Leader: Oversees the technical aspects of the project, ensuring code quality and architectural integrity.

2 Developers: Design, code, and test the platform’s features and functionalities, working closely with the bridge engineer and technical leader for successful implementation.


UI design, basic design, development, testing

Tech Stack


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