Digital Platform Migration and Optimization for Mutual Fund Investment Management

The client faces the need to seamlessly transition over 10,000 existing user accounts and merge schemes and portfolios post-merger, without overlaps, while migrating from legacy cloud systems to a modern cloud platform. They require compliance with evolving regulations and enhanced UI/UX to ensure high user satisfaction and operational efficiency.

A leading mutual fund provider seeking to modernize its digital infrastructure to improve user experience and streamline operations.

• Successfully migrate and integrate over 10,000 existing user accounts and portfolios into a new cloud environment.
• Ensure accurate scheme and portfolio amalgamation without overlaps, reflecting a post-merger scenario.
• Provide ongoing BAU support with compliance-related updates and UI/UX enhancements.
• Achieve a high user satisfaction rate comparable to an average rating of 4.1 on app stores.
• Establish a scalable, secure, and compliant digital platform to support future growth and regulatory requirements.

• User account migration module supporting seamless transfer of legacy data to the new platform.
• Portfolio and scheme management system enabling amalgamation without overlaps, utilizing unique account identifiers.
• Migration tools for transitioning from existing legacy cloud systems to a modern cloud infrastructure, such as a public cloud platform.
• UI/UX components designed for regulatory compliance and enhanced user engagement.
• Ongoing support and maintenance framework for BAU activities, including compliance updates and system efficiency improvements.

• Legacy cloud systems for data migration
• Regulatory compliance systems for UI/UX updates
• Third-party authentication and identity verification services
• Analytics and monitoring tools for ongoing performance assessment

• System scalability to support growth beyond 10,000+ user accounts with minimal latency
• High availability with uptime of 99.9% to ensure uninterrupted access
• Data security and compliance with industry standards (e.g., encryption, access controls)
• Performance benchmarks enabling quick data migration and smooth user experience

The successful migration and integration are expected to ensure a seamless user experience, maintain high satisfaction levels with an average app store rating of 4.1, and support scalable operations. This will enable the client to efficiently manage post-merger portfolios, meet compliance requirements, and position itself as a leading provider of digital investment solutions, ultimately improving client retention and operational agility.