K+
BACKGROUND
HSBC Mutual Fund, one of Asia's leading AMCs serving over 1 million customers, acquired L&T Investment Management in November 2022. Robosoft was engaged to migrate, merge, and consolidate mutual fund schemes onto a single unified platform, ensuring continuity for both investors and advisors.
THE CHALLENGES
Addressing
critical gaps
Sensitive customer data, including scheme masters, transaction histories, and portfolio records, was spread across disparate systems with no unified structure for consolidation.
Regulatory changes had to be implemented alongside the migration, with no room for gaps in compliance coverage during a high-stakes transition window.
Both investors and advisors relied on existing digital touchpoints daily. Any disruption in usability or access during the transition risked adoption and trust.
THE CHALLENGES
Addressing
critical gaps
Sensitive customer data, including scheme masters, transaction histories, and portfolio records, was spread across disparate systems with no unified structure for consolidation.
Regulatory changes had to be implemented alongside the migration, with no room for gaps in compliance coverage during a high-stakes transition window.
Both investors and advisors relied on existing digital touchpoints daily. Any disruption in usability or access during the transition risked adoption and trust.
THE ROBOSOFT SOLUTION
We accurately mapped source-to-target schemes and defined consolidation rules, ensuring smooth customer data transfer and portfolio alignment in the post-merger scenario.
MySQL stored procedures enabled efficient, standards-compliant migration of user data, master tables, and transaction records with built-in integrity checks throughout.
We revamped the UI/UX across investor and advisor portals and mobile apps, aligning every touchpoint with HSBC's digital guidelines for a consistent brand experience.
We migrated the L&T environment to HSBC's Google Cloud Platform, configuring servers to optimize performance, enable disaster recovery, and deliver a seamless user experience.
THE ROBOSOFT SOLUTION
We accurately mapped source-to-target schemes and defined consolidation rules, ensuring smooth customer data transfer and portfolio alignment in the post-merger scenario.
MySQL stored procedures enabled efficient, standards-compliant migration of user data, master tables, and transaction records with built-in integrity checks throughout.
We revamped the UI/UX across investor and advisor portals and mobile apps, aligning every touchpoint with HSBC's digital guidelines for a consistent brand experience.
We migrated the L&T environment to HSBC's Google Cloud Platform, configuring servers to optimize performance, enable disaster recovery, and deliver a seamless user experience.
Clear outcomes
that drive growth
Over 10,000 customer accounts were transitioned without service interruption, preserving investor and advisor trust through a seamless changeover.
Investors now operate on a single consolidated platform with no scheme overlap, simplifying portfolio management and long-term account servicing.
The move to Google Cloud Platform positioned HSBC Mutual Fund for scalable growth, improved disaster recovery, and faster delivery of compliance updates.
Build and scale financial solutions through secure engineering
