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Legacy 'systems of record' architecture focused on regulatory compliance but lacking modern user experience standards, resulting in poor customer engagement, complex investment workflows, and inability to compete with alternative investment platforms. Key pain points included cumbersome account creation, confusing purchase processes, and inadequate digital self-service capabilities.
One of Poland's most experienced investment fund companies managing PLN 5 billion in assets, serving 80,000 individual clients and 1,500 institutions
Projected 40% reduction in customer onboarding time, 25% increase in digital sales conversion rates, and significant improvement in customer satisfaction scores through intuitive interface design. The platform will position Skarbiec TFI as a market leader in digital investment services while reducing operational costs through automated compliance processes.