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Modernization of Investor Portal with Compliance and Educational Features

e-point.com

Financial services

Information technology

Challenges in Digital Transformation

Legacy portal infrastructure hindered effective investor engagement through fragmented content architecture, non-compliant regulatory presentation, limited mobile accessibility, and lack of educational resources for investors. Inflexible CMS impeded timely updates to fund valuations and product offerings.

About the Client

One of Poland's oldest independent investment fund management companies offering over 20 diversified funds for short-term and long-term investment strategies

Strategic Modernization Goals

Implement unified digital command center for 20+ investment products
Ensure dynamic compliance with evolving financial regulations
Create personalized investor journey paths for different user segments
Develop mobile-first educational platform for investment literacy
Automate real-time fund valuation updates from Transfer Agent

Core System Capabilities

Adaptive information architecture with role-based navigation
Regulatory-compliant content management system with version control
Interactive fund comparison and personalized product recommendation engine
Mobile-optimized educational modules with progress tracking
Automated data ingestion pipeline for real-time fund valuations

Technology Stack

epoint CMS

Responsive web design frameworks

API-first architecture

System Interoperability

Transfer Agent valuation systems
Regulatory compliance monitoring APIs
Single sign-on (SSO) for investor accounts
Third-party financial data visualization libraries

Operational Requirements

99.9% uptime SLA with disaster recovery
GDPR-compliant data handling
Multi-layer security architecture
Scalable cloud hosting for peak traffic
Content versioning with audit trails

Business Value Projections

Expected 40% reduction in content update time through CMS modernization, 25% increase in investor engagement via personalized pathways, and 90% compliance automation rate for regulatory changes. Mobile optimization anticipated to boost user satisfaction scores by 35% while educational modules aim to increase investor retention by 20%.