Coforge is a partner on the development of this client’s next generation Wealth Management Solution, with more than a 25+ year of relationship.
- Besides supporting the client on their legacy platform, Coforge has partnered on the development of their next generation Wealth Management Solution using Scaled Agile Framework for the Enterprise (SAFe®) over last 8+ years.
- Client was on an iterative
- Parallel dev across multiple teams needing substantial Infra requirements, multiple code branches
- Complex deployment process
- Long time to market with not enough business value from the releases.
Business Objectives
- Profiling of prospects
- Tools for new client acquisition.
- Enabling advisors with relationship-based view
- Comprehensive metrics reporting related
- Configuring Assets on different platforms
- Enabling alternate charging model
Solution Scope
- To create a SaaS Product platform
- API based subscription model
- Mobile front end for Investor Experience
- Data integration for 3rd party platforms
- Reporting and analytics