Case Study | Modernizing the user experience for a legacy mutual fund brand

Background

Our client is one of the oldest mutual fund companies in Asia. They have over 11 million investors and US$200 billion as Assets Under Management*. They offer a variety of investment options in active and passive funds across equity, debt, and commodities.

The challenge

To deliver a unified and seamless experience across different access channels, viz, mobile app and web portal.

Allow self-service onboarding of investors and facilitate completion of financial and non-financial transactions.

Migrate from a legacy platform to a mircoservices based architecture with a common Content Management System (CMS).

The lack of a unified middleware between investor and advisor applications resulted in higher maintenance and ownership costs.

Allows investors to overcome financial challenges with tools for better financial planning and goal tracking.

Tracking analytics for product, channel and customer usage.

The Robosoft solution

Revamped the mobile application and website to deliver a unified experience across platforms for investors and advisors.

We set up a common middleware, enabling the reuse of APIs, streamlining operations, and reducing costs.

Introduced a Goal Planning, Tracking, and Management module, offering personalized recommendations based on investors' risk profiles.

Integrated App and Web Analytics SDKs for both investors and advisors to enable personalized campaigns.

Key
technologies

Value delivered

Optimized hardware infrastructure, firewall and Load Balancer which resulted in better user experience with respect to application/website performance and security.