Case Studies
QualityKiosk Enables End-to-End Digital Success for Wealth Management Leader
Industry and Segment
Objective
Enable seamless digital transformation, ensure regulatory compliance, and enhance operational efficiency for a leading wealth management firm transitioning to a next‑generation platform.
Client Overview
The client is a leading wealth management firm that embarked on a comprehensive digital transformation initiative to modernize its platforms and enhance customer experience. With a strong focus on delivering seamless and reliable digital services, the firm partnered with QualityKiosk to implement an end‑to‑end testing framework, ensuring consistent performance, scalability, and high‑quality user experiences across its digital ecosystem.
The Challenge
Ready to Modernize Your Wealth Management Firm?
Solution Overview
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Structured Test Management Framework
Established a TMMi-aligned test governance model, defining roles, responsibilities, and documentation standards across all project phases.
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Multi-Phase Testing Implementation
Supported seamless migration through three critical implementation phases:
- Phase 1: Tradex, APX, AMD, RECON integrations
- Phase 2: Investrack Thrift Plan with enhanced integration validation
- Phase 3: Full-stack rollout with NAV, GLX, and HTML5 modules
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Comprehensive Test Coverage
Delivered functional, non-functional, performance, API, and localization testing to ensure a high-quality, compliant, and seamless user experience.
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Advanced Technology Integration
Leveraged Atlassian Confluence & JIRA for project management, Postman for API testing, and TOSCA & Selenium for automation, ensuring end-to-end test visibility and efficiency.
6-Stage Data Validation Strategy
Data Migration Validation
Backend-Bot compared source (legacy) and target (cloud) data to ensure accurate migration. QualityKiosk uncovered 40–50% data migration defects missed by the client’s team during front-end validation.
Configuration Validation
Backend Bot validated system configurations, including product and process rules.
Data Quality Assurance
Frontend-Bot validated a migrated policy on the new system's UI to ensure accurate attribute mapping.
Business Process Validation
Frontend-Bot tested real-world scenarios to verify workflows and processing logic.
BI and Reporting Validation
Frontend-Bot confirmed accurate generation of BI reports, letters, and collection files.
Transactional Data Verification
Frontend-Bot verified 10M+ transaction-level data across different modules for end-to-end transaction flow.
Results Achieved
89%
Test Pass Rate Achieved
Executed 1,424 test cases with comprehensive coverage, resolving 327 defects ensuring robust validation and reliable release readiness.
100%
Audit Readiness and Regulatory Alignment with regulators
Automated compliance with regulator mandates ensured zero audit findings, strengthened data security, and supported full traceability.
0
Issues Post-Go-Live
Maintained complete platform stability after deployment, with zero post-production defects reported, strengthening confidence in release quality.
Business Impact
Regulatory Excellence
Proactively met evolving compliance mandates, minimizing audit friction and enhancing regulator confidence.
Operational Efficiency
Automation-driven reductions in manual testing improved delivery speed and accuracy.
Client Experience
Real-time reporting and portfolio visibility strengthened investor confidence and satisfaction.
Strategic Growth Enablement
Future-ready infrastructure positioned the firm to capitalize on Vision 2030’s digital-first agenda.
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