Enosis Outsourcing logo
EndorsedendorsedCompleted

Custom Transactional Platform for Investment Fund

Services Covered:

E-commerce Development
Project hero — replace with case study imagery
Industry
Industry

Financial Services

Duration
Duration

16 months

Budget
Budget

Confidential

Start Date
Start Date

1 July 2021

Team Size
Team Size

6-10

Engagement Model
Engagement Model

Onshore

Project Capability Score (PCS)

gauge meter
80/100
Strong

Project Capability Score (PCS) estimates how capable e-point is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

NN Investment Partners TFI

mapWarsaw, Poland

Project Summary

e-point SA built a custom transactional platform for an investment fund to digitize the entire customer journey while addressing the constraints of a highly regulated financial industry. The platform, inspired by e-commerce flows, is scalable and user-friendly — allowing clients to analyze and buy funds and to create individual pension accounts. The architecture is based on microservices and was delivered in two-week Scrum sprints.

Key Challenges

  • Digitize the entire customer journey across acquisition and onboarding
  • Define platform elements to handle the complexity of differentiated investment products
  • Combine intuitive e-commerce-style acquisition with strict financial regulations
  • Ensure high application availability with no noticeable service interruptions
  • Respond to project risks and deliver the solution within budget

Project Deliverables

  • Custom transactional platform for investment funds
  • Microservices-based architecture
  • Navigation pulpit/dashboard for portfolio balance and investment analysis
  • Scalable system ready for further integration

Project Solution

e-point SA, a long-time technology partner, implemented the fund transactional platform using two-week Scrum sprints. The vendor built a microservices-based architecture and addressed project challenges such as legislative changes, adding high-risk countries, SMS communication adjustments, and synchronisation with the Transfer Agent. The implementation team included a System Architect, Scrum Master, two Java Developers, a Senior FrontEnd Developer, Tester, Architect and Analyst.

Project Outcome

  • Scalable system ready for further integration
  • Improved user self-service: users can analyse and buy funds independently
  • Ability for users to establish IKE and IKZE pension fund accounts and build pension plans
  • Navigation pulpit/dashboard showing portfolio balance and enabling investment analysis
  • Microservices architecture increased resilience and enabled independent development
  • Project delivered on schedule and within budget with flexible, responsive collaboration

Platforms

  • WebWeb

Tech Stack

  • JavaJava

Client Endorsement

Overall Review Rating

5star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Thanks to the e-point team, the client created a scalable system that is ready for further integration. According to the client, the new platform offers a highly user-friendly experience where users can analyze and buy funds on their own.”

Milosz Palka

Head of Digital

Note: This endorsement is based on publicly available client feedback from external review sources.

More Projects by e-point

See All Projects by e-point