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Digital Transformation of Investment Management Platform
  1. case
  2. Digital Transformation of Investment Management Platform

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Digital Transformation of Investment Management Platform

e-point.com
Financial services
Banking
Investment Management

Challenges in Modernizing Investment Management Systems

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.

About the Client

One of Poland's most experienced investment fund companies managing PLN 5 billion in assets, serving 80,000 individual clients and 1,500 institutions

Goals for Digital Transformation

  • Create intuitive self-service investment management platform
  • Increase sales conversion rates through improved UX
  • Adopt customer-centric 'system of engagement' architecture
  • Streamline compliance with regulatory requirements through digital solutions

Core System Functionalities

  • Interactive investment dashboard with real-time portfolio visualization
  • Streamlined account creation and KYC verification process
  • Simplified investment product purchase workflow
  • Personalized investment recommendations engine
  • Regulatory compliance automation tools

Technology Stack Requirements

Modern web framework (React/Angular)
Cloud-native architecture
Microservices-based backend
API-first design approach

System Integration Needs

  • Backend transaction processing system
  • Regulatory compliance engine
  • Third-party identity verification services
  • Payment gateway integration

Performance and Security Requirements

  • High-availability architecture (99.9% uptime)
  • GDPR-compliant data protection
  • Real-time system monitoring
  • Scalable infrastructure for 100k+ concurrent users

Expected Outcomes of the Digital Transformation

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.

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