Sustainable Banking & Finance
Overview
We built a modern, survey-driven analytics platform for SBFN that turns ESG member responses into live insight dashboards—streamlining distribution, collection, validation, and reporting end-to-end.
Behind the Project
SBFN is a global community - convened by IFC - of financial-sector regulators and industry associations advancing sustainable finance. The network needed a secure, scalable way to run complex surveys and communicate results with clarity across countries and devices.• Replace fragmented spreadsheet/email survey workflows with a secure online process
• Increase member completion rates across countries and devices
• Standardize questions, validations, and scoring to improve data quality
• Turn submissions into clear, shareable dashboards and reports
• Enforce governance, roles, and data protection for sensitive information
SoftXPro delivered a web-based Member Survey & Insights Platform focused on speed, security, and scalability.
Key steps:
• Survey Builder & Validation - branching logic, required fields, and real-time checks
• Role-Based Access - administrators, reviewers, and members with granular permissions
• Secure Data Layer - encrypted submissions and protected storage
• Embedded Analytics - live Power BI dashboards and exportable reports
• Responsive UX - clean interface optimized for mobile and low-bandwidth contexts
• Content Management - easy updates for questionnaires, help text, and resources
The Results
• Operational Efficiency - Automated distribution, validation, and collection cut manual workload and errors.
• Insight Accessibility - Embedded Power BI dashboards make country-level ESG insights easy to explore and share.
• Member Experience - A clean, mobile-first UX improved participation and completion rates.
• Future-Ready - Scalable architecture supports new surveys, metrics, and growing data volumes.
