To design and build a modernized client onboarding and communication platform for a global technology leader serving the financial services industry. The engagement was delivered through dedicated software development PODs that owned end-to-end feature engineering, secure cloud architecture, and multi-channel statement delivery for clients across the US.
The New York based client is a global technology leader with solutions that power investing, governance, and communications for clients and the financial industry. Trusted by banks, broker-dealers, asset managers, and corporate issuers worldwide, the firm plays a critical role in the daily operations of global financial institutions, from securities processing to investor communications.
It supports billions of communications and transactions annually, delivering compliant, time-critical statements that keep global financial markets moving.
As part of a strategic digital transformation program, the company set out to build a new platform that ingests client data at scale, transforms it into compliant wealth statements, and distributes them across multiple channels in real time.
QualityKiosk was engaged as the development partner to build the application end-to-end. The engagement was structured around dedicated software development PODs operating with defined SLOs.
QualityKiosk deployed dedicated software development PODs of 6-8 members each, including a Scrum Master, Product Owner, Developers, SDETs, and Automation Engineers. Every POD operated as a self-contained development unit with end-to-end ownership of features, ensuring quick alignment with business objectives and direct accountability for delivery outcomes.
The PODs worked closely with the client’s product owners and compliance teams to define business goals, design the technical architecture, and align with regulatory constraints. The teams then provisioned a cloud-native, AWS-based environment with encryption, role-based access controls, and hardened security to safeguard sensitive financial data.
Using Mainframe, AWS, PostgreSQL, MuleSoft, Kafka, Java, Python, OpenText Exstream, and Selenium, the team designed and built the following components:
Accelerated Client Onboarding: The platform absorbed significantly higher onboarding volumes without proportional increases in workforce, giving the company headroom to scale its US client base.
Faster time-to-delivery: Automated ingestion, transformation, and real-time PDF generation collapsed turnaround time across the statement lifecycle, helping new services reach end customers faster.
Enhanced operational efficiency: A single orchestrated pipeline replaced manual workflows, improving data integrity and freeing internal teams for higher-value work.
Improved customer experience: Multi-channel distribution ensured every end client received personalized, compliant statements through their preferred channel.
Foundation for digital transformation: The cloud-native, modular architecture positioned the platform to support new statement types, additional client geographies, and future growth without re-engineering the core.
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