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Development of Dual Custom Portals for Retirement and Asset Custody Services

launchpadlab.com

Financial services

Information technology

Challenges in Customer Experience and Operational Efficiency

Outdated B2B client portals and reliance on manual administrative processes led to inefficiencies for internal teams and limited client visibility into account status. Clients lacked a centralized platform for asset tracking, while internal teams spent excessive time on manual data entry and client communication.

About the Client

Provider of retirement services and asset custody solutions for institutions and individuals

Objectives for Portal Development

Automate manual processes for retirement services and asset custody workflows
Enhance client experience through self-service portal functionality
Integrate with existing Salesforce CRM for unified data management
Reduce operational costs through digital workflow automation
Improve transparency for client asset status and transaction tracking

Core System Functionalities and Features

Retirement Services Platform (RSP) for automatic rollover IRA management
Asset Custody Platform (ACP) for asset lifecycle management
Automated service agreement workflows
Real-time asset status tracking dashboards
Document routing and approval processes
Interactive user flows for purchase/liquidation/exchange transactions
Integrated notification system for process updates

Technology Stack Requirements

Salesforce CRM

React.JS

MuleSoft

System Integration Needs

Salesforce CRM
Third-party document management systems
Payment processing APIs

Non-Functional Requirements

Scalable architecture for growing client base
Enterprise-grade security for financial data
High-availability infrastructure
Cross-browser compatibility
Performance optimization for transaction-heavy workflows

Expected Business Impact of Portal Implementation

Projected 25% reduction in manual administrative tasks within Q1, with 40% increase in client self-service interactions. The portals will enable real-time asset visibility for clients, reduce operational costs through automated workflows, and support scalable growth for both retirement services and asset custody business lines.