Case Study

Building a Cloud Native Wealth Management Platform​

About the Company

The Client is a leading provider of extensive wealth management and digital technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses.

Background of Business Problem

Customer has a legacy on-prem system built using Dot Net having the following key pain points.

Our Approach & Solution

To address the client’s needs, we implemented an Azure cloud-native platform using AKS for containerized microservices. This architecture provided scalability, resilience, and modularity for faster feature rollouts.

CI/CD Pipelines

Integrated with Azure DevOps to automate build, test, and deployment processes.

Infrastructure as Code

Used Terraform and ARM templates for consistent, reproducible deployments.

Monitoring and Security

Implemented Azure Monitor, Log Analytics, and role-based access control for performance insights and security.

Cost Optimization

Utilized Azure Cost Management tools and auto-scaling policies for cost-efficient operations.

Business Outcomes

The modern platform delivered faster client onboarding and enhanced user experience. Improved scalability and availability.

30%

Reduction in time-to-market and enhanced system reliability.

50%

Increased data accessibility.

40%

reduction in rollout risks.

35%

Lowered potential security breaches.

20%

Decreased testing time.

50%

improvement on deployment frequency

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