Leading Financial Institution

Modernizing Global Wealth Management Application

Back to case studies
Leading Financial Institution

Modernizing Global Wealth Management Application

CAse Study

Leading Global Financial Institution

At a Glance
A top global financial institution needed to modernize its web architecture and achieve rapid cloud deployment. Balancing the complexity of managing sensitive data with the goal of seamless user experiences, the institution aimed to unify diverse regions, languages, and market dynamics. Architech's expertise was chosen to engineer a new web architecture that not only tackled these challenges but streamlined infrastructure for agile, compliant cloud environments.
Right red triangle button
54%
Decrease to
application downtime
12
tailored sites in
6 different regions
500k
site views
in 3 months
client
headquarters
Ontario, Canada
Company Size
89,000+
Industry
Financial Institution
founded
1864

THE CHALLENGE

Modernizing web architecture to provide a reliable seamless experience for global clients.

A global financial institution embarked on a journey to modernize its web architecture. Balancing the complexity of managing sensitive data with the goal of seamless user experiences, the institution aimed to break development team silos, improve user experience and unify diverse regions, languages, and market dynamics. Architech's expertise was chosen to engineer and design a new web architecture that tackled these challenges.

THE TECHNICAL SOLUTION

Crafting a resilient cloud-native architecture using Microsoft’s Azure, and dotCMS.

Architech seamlessly blended Microsoft Azure, Kubernetes, and dotCMS to seamless modernize their legacy application in to a cloud-native environment, complemented by the adoption of dotCMS's modern content management system. Kubernetes played a pivotal role, facilitating dynamic container orchestration and management, ensuring applications run reliably across various environments in the cloud.

This resulted in a cohesive front-end tool, tailored to diverse market needs, elevating the institution's technological capabilities, balancing agility, data privacy, and adherence to regulations.

THE BUSINESS SOLUTION

Unified front-end application, developed to exceed the institution's defined needs.

The transformation of their legacy wealth management application resulted in a unified front-end for 12 UX enhanced sites, supporting 6 region-specific versions and 1 global iteration. Individual content managers were now enabled to make agile content updates without delay, expanding on their content output while delivering tailored content based on regional market needs. Architech's expertise also elevated user engagement through a geolocation solution, curating unique digital journeys boosting the institution's global presence.

the REsults

In 3 months, the global wealth management site experienced a surge of over 500,000 visits, indicating a substantial increase in user engagement. The innovative "Find an advisor" feature emerged as a primary driver, facilitating meaningful connections between clients and advisors. This advanced functionality significantly amplified customer engagement, resulting in heightened site traffic and a boost in conversions. Architech's expertise not only delivered technological solutions but also substantial business growth, and continued innovation.

It’s a powerful thing when teams come together to brainstorm, bring diverse ideas to the forefront, then start talking to clients and customers.
VP and Chief Product Officer, Leading Canadian Financial Institution

YOU MAY ALSO LIKE