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Development of a Customer-Centric Self-Service Investment Platform

e-point.com

Financial services

Information technology

Legacy System Limitations Hindering Digital Competitiveness

Traditional transfer agent systems prioritized transactional accuracy over customer experience, lacked modern self-service capabilities, and created dependency on third parties. Growing client base demands and distribution channel tensions required direct digital investor engagement capabilities.

About the Client

A leading Polish investment fund company managing PLN 5 billion in assets, serving 80,000 individual investors and 1,500 institutions

Strategic Transformation Goals

Create a modern CX matching online banking/e-commerce standards
Achieve full technological independence from transfer agents
Build a scalable platform supporting future product innovation

Core Platform Capabilities

myID-integrated digital onboarding
Real-time investment portfolio tracking
Self-service transaction execution
Product comparison and recommendation tools
Regulatory compliance automation

Modern Technology Stack

React.js for frontend development

Spring framework for backend

Microservices architecture

Micro frontend components

System Connectivity Needs

myID identity verification system
Existing transfer agent backend (FinTeco Proserwis)
Mobile application ecosystem
Regulatory reporting infrastructure

Operational Requirements

High-availability architecture (99.9% uptime)
GDPR-compliant data security
Horizontal scalability for 10x user growth
API-first design for future integrations

Expected Business Outcomes

Enables direct digital investor acquisition, reduces time-to-market for new products by 60%, lowers total cost of ownership through modular architecture, and positions Skarbiec TFI as a digital leader in Poland's competitive fund management market.