Digital platforms for
Banking, Asset Management,
and Insurance

Let's talk Let's talk

Digital platforms for
Banking, Asset Management,
and Insurance

Let's talk Let's talk

Digital platforms for
Banking, Asset Management,
and Insurance

Let's talk Let's talk

Digital platforms for
Banking, Asset Management,
and Insurance

Let's talk Let's talk

Digital platforms for
Banking, Asset Management,
and Insurance

Let's talk Let's talk

Digital platforms for
Banking, Asset Management,
and Insurance

Let's talk Let's talk

Digital platforms for
Banking, Asset Management,
and Insurance

Let's talk Let's talk

Digital platforms for
Banking, Asset Management,
and Insurance

Let's talk Let's talk
Customer-centric fintech digital solutions
With over 25 years of proven experience in software development and 2000+ digital products delivered, we are a trusted partner in designing and developing end-to-end digital solutions in banking, financial services, and insurance.
Our services span the entire spectrum: asset & wealth management, cards, payments, banking solutions to name a few. We've partnered with leading financial brands across the globe to streamline operations and deliver secure, delightful digital experiences to millions.

A team of 200+ comprising domain experts, business analysts, designers and developers ensures we understand your unique challenges and deliver digital solutions that drive better business results.
Our capabilities
Retail and commercial banking
Retail and commercial banking
  • Benchmark technology platforms and define the target state architecture for digital banking channels 
  • Design, develop, and maintain digital assets to enhance platform functionality and user experience 
Cards and payments
Cards and payments
  • Develop super apps that go beyond basic payment functionalities, offering a wider range of financial services and functionalities within a single, unified platform
  • Develop mobile apps that empower merchants and cardholders with streamlined financial tools and enhanced user experience
Asset Management
Asset Management
  • Legacy modernization of access channel applications for asset management companies
  • Improve overall digital experience to craft a consistent and unified platform 
Insurance
Insurance
  • Design audits of existing digital assets to recommend platform revamp to drive increased engagement, personalized experiences, and improved functionality  
  • Data-driven digital solutions to personalize plans, simplify claims, empower sales, optimize distribution, and foster knowledge sharing
We modernize legacy platforms for the digital age, to deliver better customer experience
We co-developed a digital lifestyle platform used by 45mn+ customers
We crafted a popular Fintech super app with a monthly active user base of 100mn+
We built a top multi-currency e-wallet for consumers
We partner with several leading AMCs in the world

Brands you trust,
trust us

Brands you trust, <br class='d-block d-md-none'/><span>trust us</span>
Brands you trust, <br class='d-block d-md-none'/><span>trust us</span>
Brands you trust, <br class='d-block d-md-none'/><span>trust us</span>
Brands you trust, <br class='d-block d-md-none'/><span>trust us</span>
Brands you trust, <br class='d-block d-md-none'/><span>trust us</span>
Brands you trust, <br class='d-block d-md-none'/><span>trust us</span>
Brands you trust, <br class='d-block d-md-none'/><span>trust us</span>
Brands you trust, <br class='d-block d-md-none'/><span>trust us</span>
Brands you trust, <br class='d-block d-md-none'/><span>trust us</span>
Brands you trust, <br class='d-block d-md-none'/><span>trust us</span>

Work that
works

Invesco Mutual Fund
Mercury Financial
HSBC Mutual Fund
Axis Mutual Fund
Reliance Nippon Life Insurance
Paytm
Invesco Mutual Fund

A digital platform for solving the business needs of distributors

We partnered with Invesco to empower their 40,000+ distributors through a comprehensive digital platform that aided sales enablement. We were tasked with designing & developing a mobile application that would serve as an all-in-one tool for the distributor community of Invesco Mutual Fund.

Invesco Mutual FundInvesco Mutual Fund
  • Streamlined sales with virtual Relationship Managers, digital transactions, and business growth tools
  • Cut costs by digitizing operations for distributors and Relationship Managers
  • Boosted advisor engagement and revenue with online platforms
Invesco Mutual Fund
Mercury Financial

Credit card management made easy through improved UX & engineering

Mercury Financial, a US-based financial services company, offers credit cards, personal and business loans. They have issued over 1 million cards and sought to offer consumers a more convenient and user-friendly way to access their credit card accounts, make transactions, and manage finances. Our team of designers & engineers helped enhance UI/UX, improve user and data security and loading speed. We also utilized data analytics to drive higher product ownership through personalized offerings.

Mercury FinancialMercury Financial
  • Significantly reduced costs for the company through self-care for consumers 
  • Improved security with two-factor authentication, fraud detection & real-time monitoring
  • Personalized experiences powered by insight-driven data analytics
Mercury Financial
HSBC Mutual Fund

Flawless transition of a digital platform for advisors and investors 

The entire customer base of over 10,000 customer accounts of L&T Asset Management company was to be migrated to HSBC. This involved meticulous data mapping & migration, parallel regulatory adaptation, seamless UI transition and integration of sensitive data such as transactions. ​

HSBC Mutual FundHSBC Mutual Fund
  • Frictionless onboarding for 10,000+ Users
  • Unified portfolios and seamless cloud migration
  • Enhanced user experience with regulatory compliance  
HSBC Mutual Fund
Axis Mutual Fund

A digital transformation that delivered better business results 

We re-designed and rebuilt the digital platforms for Axis Mutual Fund. The unified experience across the web and mobile apps delighted investors. We rewrote the entire codebase using current programming languages, frameworks, and libraries and upgraded the technology stack for improved performance, security, scalability, easier maintenance, and future updates. ​

Axis Mutual FundAxis Mutual Fund
  • $500MN+ gross sales through the revamped digital channels, exceeding the target. 
  • 107% of the target in enrolments via digital channels 
  • 31% increase in enrolment to systematic investment plans 
Axis Mutual Fund
Reliance Nippon Life Insurance

Digital transformation for sales enhancement

We partnered with Reliance Nippon Life Insurance to craft digital solutions aimed at simplifying the lives of the sales teams in their business transactions with end consumers. We modernized the user experience and developed a robust mobile app which helped streamline the lead management system and sales efficiency.

Reliance Nippon Life InsuranceReliance Nippon Life Insurance
  • Streamlined sales with virtual relationship managers, digital transactions, and growth tools.   
  • Cut costs through digitized operations for distributors and relationship managers.  
  • Boosted advisor engagement and revenue via online platforms.  
Reliance Nippon Life Insurance
Paytm

Powering the catalyst for a digital payment revolution 

With a monthly active user base exceeding 100 million, Paytm is among the most popular fintech apps in the world. It started as a QR-code-based payment app but has grown into a super app offering many services. We set up a Centre of Excellence to build several features during the early years of the app’s growth. ​

PaytmPaytm
  • 500MN+ downloads on Play Store
  • Key player in the digital payments revolution
  • Growth from a payments app to a financial supermarket on mobile 
Paytm

Better DX.
Better business outcomes.

Why Robosoft
25+ years of software expertise with proven business impact across platforms & emerging technologies
25+ years of software expertise with proven business impact across platforms & emerging technologies
End-to-end digital solutions across product strategy, design, engineering, and analytics
End-to-end digital solutions across product strategy, design, engineering, and analytics
Strategic business partner helping enterprises acquire, retain, and re-engage customers with delightful digital experiences
Strategic business partner helping enterprises acquire, retain, and re-engage customers with delightful digital experiences
Helping enterprises with faster GTM both in new product innovation or augmentation
Helping enterprises with faster GTM both in new product innovation or augmentation
Custom engagement models to suit every business need including dedicated teams & pods
Custom engagement models to suit every business need including dedicated teams & pods

Our perspectives 

eBook

Navigating the instant payments revolution: A roadmap for implementation and success

eBook

Navigating the instant payments revolution: A roadmap for implementation and success

Blog

Legacy modernization: assessment methodology, analysis & roadmap and benefits

Blog

Legacy modernization: assessment methodology, analysis & roadmap and benefits

Blog

Digital Banking Benchmark Analysis for Technology Advancements

Blog

Digital Banking Benchmark Analysis for Technology Advancements

Case study

Reliance Nippon Life Insurance: digital transformation for sales enhancement

Case study

Reliance Nippon Life Insurance: digital transformation for sales enhancement

Let’s talk about how digital can work for your business

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