Apr 24, 2023
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Completed
New transactional service for our client NN Investment Partners -
$10,000+
4-6 months
Poland, Warsaw
6-9
Service categories
Service Lines
Software Development
Domain focus
Banking & Financial Services
Other
Programming language
Java
Subcategories
Software Development
Enterprise Software
Challenge
NN Investment Partners is one of the leading investment fund companies in Poland. In the spring this year the company joined the global Goldman Sachs Asset Management group.
The cooperation of e-point SA with NN investment Partners TFI to date has produced two successful projects: a corporate portal and a digital onboarding system for the company's clients. During this period we also managed to build mutual trust and understanding, which took us to our next joint venture - an investment fund platform - NNTFI24.pl.
NN Investment Partners is one of the leading investment fund companies in Poland. In the spring this year the company joined the global Goldman Sachs Asset Management group.
The cooperation of e-point SA with NN investment Partners TFI to date has produced two successful projects: a corporate portal and a digital onboarding system for the company's clients. During this period we also managed to build mutual trust and understanding, which took us to our next joint venture - an investment fund platform - NNTFI24.pl.
Solution
Microservices, integrations and Transfer Agent API project
The platform could not be implemented if not for a close cooperation with the business sector, analysis of the investment product structure, process review in the existing system and collaboration with the so called transfer agent, the body handling fund registers.
In order to use the platform functions it was necessary to design an API communicating with the Transfer Agent's backend and integrated with the:
identity verification system,
communication platform (SMS gateway).
Microservices, integrations and Transfer Agent API project
The platform could not be implemented if not for a close cooperation with the business sector, analysis of the investment product structure, process review in the existing system and collaboration with the so called transfer agent, the body handling fund registers.
In order to use the platform functions it was necessary to design an API communicating with the Transfer Agent's backend and integrated with the:
identity verification system,
communication platform (SMS gateway).
Results
We worked in two-week sprints using a Scrum methodology. It allowed us to stay highly agile while addressing the project challenges, such as:
necessity to adjust the application to legislative changes appearing during sprints and affecting previous arrangements,
introducing and adding high-risk countries,
adjusting text-message communication to users,
synchronising and changing our priorities in the cooperation with the Transfer Agent.
We worked in two-week sprints using a Scrum methodology. It allowed us to stay highly agile while addressing the project challenges, such as:
necessity to adjust the application to legislative changes appearing during sprints and affecting previous arrangements,
introducing and adding high-risk countries,
adjusting text-message communication to users,
synchronising and changing our priorities in the cooperation with the Transfer Agent.