Built for the existing technology landscape
We designed and delivered an internal operations platform that integrated with existing systems and client data, avoiding major changes to core platforms. The platform enabled teams to onboard clients, establish and transfer iHINs, manage ongoing administration and track requests through their full lifecycle.

Automated operational processes
Daily reconciliation was automated across the internal and third-party platforms, surfacing discrepancies without manual intervention and giving operations teams clear visibility of issues requiring action.

Accelerated delivery with AI
AI-assisted development tools were embedded across engineering, research, testing and documentation. This helped accelerate development and quality assurance while maintaining established engineering review and governance processes.

Delivered value early
An iterative delivery model enabled the team to establish an MVP, complete an end-to-end build and test cycle, and deploy the solution into production early. This gave stakeholders a working foundation to validate requirements and prioritise further capabilities without compromising delivery momentum.

‍

The new platform enabled the organisation to launch a new revenue-generating premium service without major changes to its existing core technology.

• New revenue stream — launched a new premium service for high-value clients
• End-to-end platform — streamlined onboarding, transfers and ongoing account administration
• Automated reconciliation — reduced manual effort across multiple systems
• Faster issue resolution — improved visibility of discrepancies and failed requests
• Reduced administration — minimised repetitive data entry and manual processing
• Scalable foundation — established a platform capable of supporting future client growth and service expansion

The result was a faster, more controlled path to launching a new wealth management capability, combining modern engineering and AI-assisted delivery with the organisation’s existing technology ecosystem.

‍