Case Study

Modernizing Investor Services with Cloud, AI Engineering, and Domain-Driven Design

Industry

Asset & Wealth Management

Our Contributions

Platform Modernization, Cloud Migration, Domain-Driven Design, DevSecOps

Technologies

GitHub Copilot, Cursor AI

Coforge modernized a legacy Investor Services platform by transforming it into a cloud-native, microservices-based ecosystem designed for scalability, resilience, and automation. The transformation combined full cloud migration, adoption of Domain-Driven Design (DDD), AI-assisted engineering, and a modern DevSecOps and observability framework.

The modernized platform introduced advanced capabilities, including digital onboarding, model-driven investor workflows, automated risk and suitability checks, template-driven document generation, and seamless integration with custodial, fund processing, and market data platforms, delivering a more agile, efficient, and scalable investor services ecosystem.

Transformation Timeline

Phase 1:

Legacy system assessment and domain modeling

Phase 2:

Cloud migration and microservices architecture design

Phase 3:

AI-assisted engineering and DevSecOps implementation

Phase 4:

Observability enablement, testing, and rollout

Drag

The Challenge

The client’s legacy investor services platform was built on a tightly coupled monolithic COTS system with significant technical debt, limited configurability, and long release cycles. This constrained scalability and slowed innovation.

Batch-based processing models impacted performance, delaying intraday and end-of-day operations across the investor lifecycle. Additionally, fragmented data across investor, account, transaction, and position systems resulted in inconsistencies and duplication.

Manual workflows across onboarding, KYC, account maintenance, and document generation increased operational effort and reduced efficiency. Limited test automation, inconsistent engineering practices, and lack of CI/CD maturity further slowed delivery cycles and increased defect rates. The absence of modern observability tools made monitoring, incident response, and performance optimization reactive and inefficient.

Our Approach / Solution

Cloud-Native Re-Architecture with DDD

Rebuilt the legacy system into domain-aligned microservices using Domain-Driven Design and event-driven architecture for scalability and flexibility.

End-to-End Cloud Migration

Migrated applications, data, and workflows to a secure, scalable cloud environment, improving performance and operational resilience.

Unified Investor Data Model

Established a standardized domain model across investor, account, transaction, and position data to eliminate inconsistencies and enable a single source of truth.

AI-Accelerated Engineering

Leveraged GitHub Copilot to generate code, tests, CI/CD workflows, and infrastructure templates, accelerating development and improving consistency.

Intelligent Refactoring with AI

Used Cursor AI to automate cross-module refactoring, optimize dependencies, and enhance system performance.

Partner / Technology Ecosystem

• GitHub Copilot
• Cursor AI
• Terraform | Helm | GitHub Actions
• Cloud-native platforms & observability tools

Impact to Date

+30%

Faster Development Cycles

+40%

Faster Environment Provisioning

+30%

Test Coverage Improvement

-35%

Infrastructure & Operational Costs