A leading investment management firm with over 30 years in the business faced key operational bottlenecks:
Complex workflows require coordination between asset managers, portfolio directors, and specialists
12+ legacy applications for onboarding, approvals, and reporting
Long turnaround times -
2 to 3 days for essential processes
Fragmented systems causing delays and inefficiencies
High development effort with 10-12 full-time engineers over thousands of hours
To stay competitive and efficient, the firm required
Reduced dev team size by 80%
Saved over 3000 hours of development effort
Retained 100% legacy functionality with a modern interface
Reduced customer wait times by more than 50%
Integrated 6+ third-party systems and services
5x faster deployment than traditional methods
Significantly lower total cost of ownership
Centralized systems that reduce technical debt
Enhanced customer satisfaction with quicker turnaround times
Low code enabled the firm to :
✦ Rapidly launch an MVP in 1–2 months
✦ Complete full deployment in just 6 months
✦ Reuse business logic via existing stored procedures
✦ Integrate with LDAP for secure, synchronized user login
✦ Connect with external databases for real-time data sync
✦ Support multi-level approvals and automated document handling
If you're still managing fragmented processes and high development overhead, it's time to modernize.
Proof of Concept
and Agile methodology
with less time, cost, and complexity.