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BACKGROUND
Axis Mutual Fund, a leading AMC Serves 13M+ customers with $33BN+ in AUM. They entrusted us with developing mobile and web platforms to support both B2B and B2C journeys. Their goal was to modernize infrastructure, unify the investor experience, and drive measurable revenue growth across digital channels.
THE CHALLENGES
Addressing the
critical gaps
Inconsistent UI/UX across platforms created friction in investor journeys, lowering engagement and weakening overall brand trust and retention.
Slow page loads and lagging responsiveness degraded customer satisfaction and constrained the platform’s ability to scale during peak demand.
Legacy infrastructure required modernization to strengthen web security, improve resilience, ensure compliance readiness, and mitigate risks across digital transactions.
Low discoverability in web search restricted new customer acquisition and diminishing digital channel effectiveness.
THE CHALLENGES
Addressing the
critical gaps
Inconsistent UI/UX across platforms created friction in investor journeys, lowering engagement and weakening overall brand trust and retention.
Slow page loads and lagging responsiveness degraded customer satisfaction and constrained the platform’s ability to scale during peak demand.
Legacy infrastructure required modernization to strengthen web security, improve resilience, ensure compliance readiness, and mitigate risks across digital transactions.
Low discoverability in web search restricted new customer acquisition and diminishing digital channel effectiveness.
THE ROBOSOFT SOLUTION
A design refresh delivered a unified experience to investors across platforms, enhancing the overall user experience.
Upgraded the entire technology stack and re-architected digital assets to improve performance, speed, and security. Enhancements simplified maintenance and enabled future updates.
Developed a structured design system enabling investors to evaluate and select schemes efficiently. Simplified flows reduced clicks, accelerated decisions, and improved task completion rates.
Enabled creation of high quality, keyword-optimized content and building authoritative backlinks to improve SEO performance and organic discoverability.
A comprehensive system structured the entire path of lead conversion, enabling the sales team to prioritize, track, and convert high-intent leads efficiently at scale.
THE ROBOSOFT SOLUTION
A design refresh delivered a unified experience to investors across platforms, enhancing the overall user experience.
Upgraded the entire technology stack and re-architected digital assets to improve performance, speed, and security. Enhancements simplified maintenance and enabled future updates.
Developed a structured design system enabling investors to evaluate and select schemes efficiently. Simplified flows reduced clicks, accelerated decisions, and improved task completion rates.
Enabled creation of high quality, keyword-optimized content and building authoritative backlinks to improve SEO performance and organic discoverability.
A comprehensive system structured the entire path of lead conversion, enabling the sales team to prioritize, track, and convert high-intent leads efficiently at scale.
Clear outcomes
that drive growth
11% increase in web payment gateway success rate, reducing transaction failures
31% increase in Systematic Investment Plan enrollments, strengthening recurring revenue
Achieved 107% of target enrollments through digital channels
Generated $500M+ in gross sales via revamped digital platforms
Build and scale financial solutions through secure engineering
