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Migration to Multi-Tenant SaaS Platform with Enhanced CRM Features for Capital Markets
  1. case
  2. Migration to Multi-Tenant SaaS Platform with Enhanced CRM Features for Capital Markets

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Migration to Multi-Tenant SaaS Platform with Enhanced CRM Features for Capital Markets

exoft
Financial services
Information technology

Challenges in Scaling Legacy Systems for Modern Market Demands

The client faced increasing pressure to modernize their single-tenant desktop CRM platform due to a growing customer base, regulatory demands, and competition. They required a scalable multi-tenant SaaS solution to improve accessibility, reduce operational costs, and integrate real-time data from sources like Thomson Reuters while maintaining uninterrupted business operations during migration.

About the Client

A financial technology company specializing in research authoring, workflow compliance, content distribution, and client engagement tools for broker dealers, banks, and investment research organizations.

Strategic Goals for Digital Transformation

  • Migrate legacy single-tenant desktop CRM to a cloud-native multi-tenant SaaS architecture
  • Ensure seamless integration with third-party financial data providers
  • Enhance platform scalability to support global expansion
  • Preserve core functionalities while introducing innovative client engagement features
  • Establish foundation for continuous feature development post-migration

Core System Capabilities and Features

  • Customer-centric service configuration engine
  • Unified communication tracking across multiple channels (VoIP, Outlook, Zoom)
  • Real-time client engagement analytics and reporting
  • Advanced account management tools for institutional clients
  • Mobile application integration for cross-platform consistency

Technology Stack Requirements

.NET Core 6
Angular 14
AWS EC2/S3/SNS/SQS/SES/Lambda
Redis
Microsoft SQL Server
IdentityServer 4
Telerik Kendo UI

Critical System Integrations

  • Thomson Reuters financial data API
  • Microsoft Outlook ecosystem
  • Zoom video conferencing platform
  • Single Sign-On (SSO) authentication services

Operational and Performance Requirements

  • Multi-tenancy architecture with isolated data environments
  • 99.95% system availability on AWS infrastructure
  • Real-time data synchronization with external sources
  • Role-based access control with financial industry compliance
  • Horizontal scalability to support 10x user growth

Anticipated Business Outcomes

The transformation will enable the client to reduce infrastructure costs by 60%, improve user adoption through enhanced accessibility, and increase revenue potential through new feature monetization. The platform will support 24/7 global operations with real-time analytics, while maintaining compliance with financial regulations across multiple jurisdictions.

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