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Agile Transformation and Unified Portfolio Management Platform Using Salesforce Lightning Web Components
  1. case
  2. Agile Transformation and Unified Portfolio Management Platform Using Salesforce Lightning Web Components

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Agile Transformation and Unified Portfolio Management Platform Using Salesforce Lightning Web Components

trigent.com
Financial services
Insurance
Banking
Fintech

Business Challenges

The organization required agile transformation to provide clients with a unified portfolio view across investments with real-time performance updates. Existing technology limitations included fragmented data structures, lack of standardized APIs, poor user experience across integrated product flows, and inability to consolidate business-critical data from disparate sources into a single platform for comprehensive vendor-specific insights.

About the Client

A global financial services provider offering asset management, corporate banking, insurance, and digital payments solutions across 36 countries with localized advisory services

Project Goals

  • Implement agile transformation through modern Salesforce framework adoption
  • Create unified client portfolio dashboard with real-time analytics
  • Standardize data structures and API integrations
  • Enhance cross-platform user experience for web and mobile access
  • Automate user creation and security management processes
  • Migrate legacy vendor-specific data to centralized platform

Core System Requirements

  • Single-view portfolio dashboard with multi-investment aggregation
  • Real-time investment performance tracking and benchmark comparisons
  • Cross-device responsive web and mobile interface
  • Secure user authentication and role-based access controls
  • Automated API-driven data synchronization between components
  • Vendor-specific data consolidation and reporting tools

Technology Stack

Salesforce Lightning Web Components (LWC)
JavaScript
Lightning Flows
Process Builders
Salesforce Triggers
Visualforce
AuraEnabled Methods

System Integrations

  • Legacy banking systems for portfolio data
  • Payment processing platforms
  • Third-party investment analytics services
  • Security and identity management systems

Non-Functional Requirements

  • High-volume data processing scalability
  • Sub-second dashboard loading performance
  • Enterprise-grade security compliance (GDPR, PCI-DSS)
  • 24/7 system availability with failover mechanisms
  • Multi-tenancy support for global operations

Expected Business Impact

Enables real-time client portfolio visibility improving decision-making efficiency by 40%, reduces manual data management tasks through automation saving 200+ hours monthly, enhances cross-channel user experience increasing client satisfaction scores by 35%, and establishes foundation for agile service innovation through standardized API architecture.

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