WEALTH MANAGEMENT FIRM
Launching a hybrid digital wealth proposition through innovative solutions.
Credera enabled a wealth management firm to launch a new hybrid digital wealth proposition through modern engineering and IT leadership.
At a Glance
Faced with low market penetration and legacy system challenges, our wealth management client needed a scalable and functional digital wealth proposition. Credera addressed this by conducting customer journey workshops to define the MVP, implementing modern engineering practices, and leveraging an agile framework with front-end microservices and Azure technologies. As a result, we developed proof of concepts with a new tech stack, transformed their engineering delivery with high-performance teams and DevOps methods, and successfully launched a new product within 18 months, significantly improving their market position.
The Challenge
Overcoming scale and functionality challenges.
Our wealth management client’s existing proposition targeting the wealth market had low penetration, struggling to achieve scale and had limited products and functionality . The existing platform and development organisation had multiple legacy issues that were preventing the execution of a strategy that would allow them to gain market share.
The Solution
Modernising delivery processes for enhanced product design.
Credera facilitated customer journey workshops to define the MVP, and to iteratively improve the digital product design. We introduced modern ways of working practices that were adopted and accelerated delivery across the leadership, engineering, and test automation teams. Our agile framework de-risked the implementation of the technology strategy based on innovative front-end microservices and Azure technologies.
The Results
Transforming engineering capabilities for rapid product development.
We worked with the wealth management client to build proof of concepts based on a new tech stack with product-centric thinking embedded in their teams. We also transformed the client’s current engineering delivery capability through high-performance engineering teams and DevOps methods to build complex new functionality, seeing the launch of a new product in 18 months.
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