Client context
Client is a fintech player wanting to build a Super Financial platform that offers products in a B2C and a B2B2C model such that a customer can come directly through web app/website or through the IFA distribution network.
Challenge
- The client was facing issues with digital distribution of their core offerings:
- Portfolio Management Services (PMS)
- Alternate Investment Fund (AIF)
- The product manufacturers were digitally challenged offering paper-based lengthy journeys requiring a longer onboarding time with multiple iterative processes.
- Their AIF network was in remote locations where there was a lack of digital options.
Solution
Our Solution: 1SB Investment Gateway
- Low-code platform, start digitally onboarding your clients within days.
- Pre-built integrations to ensure straight through onboarding and order processing.
- Highly secured, traceable and immutable – leveraging blockchain to securely store and manage customer data.
- Fully integrated SaaS platform to go live within days. Open APIs to embed PMS product into existing product offerings.
Results
- 1SB Investment Gateway offered the client instant and seamless integration with over 70+ product manufacturers.
- We designed a customised front-end that was aligned with their branding requirements.
- Created assisted journeys where they can open accounts in remote locations within 24 hours.
- They were able to accelerate their go to market with reduced time to market by 60%.
- Digital processes to cater to remote locations in their B2B2C channel such that they can offer products digitally.