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Digital Transformation for Asset Management Platform
  1. case
  2. Digital Transformation for Asset Management Platform

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Digital Transformation for Asset Management Platform

robosoftin.com
Financial services
Banking

Digital Modernization Challenges in Asset Management

Legacy systems and fragmented digital channels hindered transaction success rates, mobile commerce capabilities, and systematic investment plan enrollments. The platform required enhanced user experience and scalable digital solutions to meet evolving customer expectations and competitive market demands.

About the Client

Leading asset management company seeking digital modernization

Digital Transformation Goals

  • Increase transaction success rate by 11%
  • Boost lump sum investments by 20%
  • Improve mobile payment adoption by 30%
  • Increase SIP enrollments by 31%
  • Exceed digital channel enrollment targets by 107%
  • Achieve $500M+ in digital gross sales

Core Platform Requirements

  • B2B/B2C multiplatform development
  • Advanced UX/UI design for investment platforms
  • Integrated payment gateway optimization
  • Systematic Investment Plan (SIP) enrollment system
  • Mobile commerce enablement
  • Digital channel analytics dashboard

Technology Stack Preferences

Cloud-native architecture
React Native for mobile development
Progressive Web App (PWA) framework
Microservices architecture
AI-powered analytics tools

System Integration Needs

  • Payment gateway integration (UPI, net banking)
  • CRM system integration
  • Third-party financial data APIs
  • Multi-channel marketing platforms
  • Regulatory compliance frameworks

Operational Requirements

  • High-availability architecture (99.99% uptime)
  • Scalable cloud infrastructure
  • GDPR-compliant data security
  • Real-time transaction monitoring
  • Cross-platform compatibility

Projected Business Outcomes

Implementation of modernized digital platforms is expected to drive significant revenue growth through enhanced user engagement, streamlined investment processes, and expanded digital channel capabilities. The solution will establish a scalable foundation for future AI/ML-driven financial services innovations while maintaining regulatory compliance and operational efficiency.

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