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Modernising a Digital Platform for a Major British Financial Services Provider

Modernising a Digital Platform for a Major British Financial Services Provider

We partnered with a prominent British technology-led services and payments company to modernise their digital platform, which serves 4 million individual stockholders. The platform enables users to build investment portfolios, enrol in Direct Stock Purchase Plans and Employee Plans, and access eDelivery of statements, among other features.

Challenge

Client faced losing market superiority due to regulatory changes and internal resource competition, needing external assistance to design and implement a cost-efficient, next-generation white-label digital platform within tight deadlines.

Scope

Complete Redesign and Rebuild. Full transformation of the digital pension scheme self-service platform for rapid changes and new journeys. Cloud Deployment. Solution deployed in the cloud for improved scalability and accessibility, replacing the on-premise setup

Result

The project was completed ahead of time and under budget, leading to Metasite becoming a formal partner and earning a perfect 5/5 NPS score from the client's stakeholders for exceptional project delivery and client engagement.

Why Metasite

The Client invited Metasite to take part in the RFP process as their Head of Technology was aware of our multi-decade track record in successfully delivering complex digital customer self-service solutions to insurers, investment managers and banks – and knew of our team’s recent success in delivering a comparable solution to another financial services giant in the UK against a very aggressive deadline.

Key features of the developed solution

Key components of the developed solution

Business Logic Layer (BLL)

Business Logic Layer (BLL)

Composed from an array of .Net microservices built by Metasite, the BLL handles all necessary business logic, computations, access to internal databases, and integrations with misc. third-party systems. This component is highly specific to client needs and requires customisation for different applications.
Headless CMS

Headless CMS

Based on an off-the-shelf 3rd party vendor CMS application, it provides a UI used by internal users for construction and editing of end-user content. It is not directly coupled with the frontend application, thanks to our custom-built content service proxy (part of the BLL). This approach enables us to easily swap in and out different CMS products if/when required.
Frontend Application

Frontend Application

Custom-developed in React by our team the application is designed to render data from the Business Logic Layer and CMS in a visually appealing and user friendly manner. It contains no business logic or knowledge of use-case and journey-specific pages or page elements. This design principle ensures the frontend application can easily be reused for a variety of different use cases and journeys across the enterprise.

What our clients say

Integrity and honesty: Metasite does not deliver “happy messages” but instead stays realistic and will point out also when the client needs to improve.
Global Head of Technology
at the $15bn, 50k people strong British-American financial services giant

What our clients say

True partnership attitude. Technical expertise in the chosen fields – but also honest about where expertise is missing.
Global Head of Technology
at the $15bn, 50k people strong British-American financial services giant
services

Our services fall into two principal groups

Strategy, UX and Product-centric services

Custom application development
User experience design
Development of new digital products and services
Strategies for digital transformation

Technology-centric services

Business intelligence and analytics
Migration and customisation
Application management
Enterprise application integration
Get in touch

Get in touch to discuss your ideas and needs

Aldas Kirvaitis
Business Development UK and Switzerland
+44 750 827 9430
aldas.kirvaitis@metasite.net
4 Princes Tower 
97
Rotherhithe st
London SE16 4NF UK
Arnoldas Dapkus
Business Development EU and U.S.
+370 612 82003
arnoldas.dapkus@metasite.net
Seimyniskiu st 19
Vilnius LT-09234
Lithuania, EU
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Get in touch

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Aldas Kirvaitis
Business Development UK and Switzerland
+44 750 827 9430
aldas.kirvaitis@metasite.net
Arnoldas Dapkus
Business Development EU and U.S.
+370 612 82003
arnoldas.dapkus@metasite.net