Logo
  • Cases & Projects
  • Developers
  • Contact
Sign InSign Up

© Copyright 2025 Many.Dev. All Rights Reserved.

Product
  • Cases & Projects
  • Developers
About
  • Contact
Legal
  • Terms of Service
  • Privacy Policy
  • Cookie Policy
Centralized Customer Data Management Platform for Multi-Service Investment Ecosystem
  1. case
  2. Centralized Customer Data Management Platform for Multi-Service Investment Ecosystem

This Case Shows Specific Expertise. Find the Companies with the Skills Your Project Demands!

You're viewing one of tens of thousands of real cases compiled on Many.dev. Each case demonstrates specific, tangible expertise.

But how do you find the company that possesses the exact skills and experience needed for your project? Forget generic filters!

Our unique AI system allows you to describe your project in your own words and instantly get a list of companies that have already successfully applied that precise expertise in similar projects.

Create a free account to unlock powerful AI-powered search and connect with companies whose expertise directly matches your project's requirements.

Centralized Customer Data Management Platform for Multi-Service Investment Ecosystem

knubisoft.com
Financial services
Energy & natural resources
Health & Fitness
Real estate
Manufacturing

Challenges with Decentralized Customer Data Management

Fragmented customer databases across independent services caused operational inefficiencies, data synchronization issues, and security risks. Multiple data silos with inconsistent customer information hindered unified management and service delivery.

About the Client

London-based investment management company with £8.9B AUM, focused on renewable energy, healthcare, property, and SME investments

Objectives for Centralized Customer Data Management System

  • Establish centralized, secure customer data repository
  • Enable cross-service data synchronization
  • Implement robust authentication and access control
  • Create scalable architecture for future expansion
  • Improve operational efficiency through unified data management

Core Functional Requirements

  • RESTful API for customer data retrieval/management
  • Message queue for asynchronous data synchronization
  • Admin UI for queue management and conflict resolution
  • OpenID Connect authentication service
  • Multi-tenancy support for various investment services

Technology Stack Requirements

.NET
ASP.NET Core
xUnit.NET
Azure Functions
SQL Azure

System Integration Requirements

  • Existing investment management platform
  • Third-party financial data providers
  • Customer advisory tools ecosystem
  • Regulatory compliance systems

Non-Functional Requirements

  • Enterprise-grade security with GDPR compliance
  • 99.95% system availability SLA
  • Horizontal scalability for 10x growth
  • Sub-200ms API response times
  • Automated failover and disaster recovery

Expected Business Impact of Centralized CDM Platform

Enables unified customer insights across 2000+ investment products, reduces operational overhead by 40%, and supports real-time market trend visualization. Creates foundation for scalable data-driven services while maintaining compliance with financial regulations.

More from this Company

Unified Banking and Cryptocurrency Management Platform Development
Development of Scalable Career Guidance Platform with AI Integration
Cross-Platform Mobile Application Development for University Rideshare Platform
Development of a Modern Vehicle Inspection Mobile Application with Real-Time Data Integration
Development of Scalable Learning Management System with Integrated Event Calendar for Trading Education