Responsive redesign improved site speed by 30%, boosted session duration by 20%, and increased ad revenue by 15% while migrating 100% of legacy content seamlessly.
Client
Global health coaching and certification organization
Goal
To develop a responsive website while migrating existing blogs for improved visibility, user experience, and revenue streams
Tools and Technologies
ReactJS, Strapi, Azure API Management, Docker, Kubernetes, AWS CDN
Business Challenge
The client had a website that was static and non-responsive. It had developed extensive and content-rich blogs, but these had been published using an old CMS, Drupal, which severely impacted their SEO and SEM rankings, and reduced reach.
The goal was to redevelop the website with a new CMS that could integrate with multiple platforms to distribute content across various digital channels. Another objective was to leverage the existing content bank without requiring major rework during migration to the new system.
Solution
- Redeveloped a React-based responsive website with new design and positive Lighthouse reports
- Created custom scripts to migrate content from Drupal to Strapi, while retaining or standardizing source formatting
- Developed a headless CMS as a single source to publish content across digital channels
- Integrated tools for monetization
Outcomes
- Greatly improved user experience with a 17% decrease in website bounce rate and 20% rise in average session duration
- Improved website performance to deliver high Lighthouse scores, 30% faster page loading and 10% increase in traffic
- Streamlined content management with headless CMS, resulting in 20% reduction in time taken for content creation and 25% increase in content updates per month
- Integrated new monetization tools to deliver 15% increase in monthly ad revenue and 10% increase in revenue from affiliate marketing programs
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Workflow orchestration for complex insurance ops
Executed a workflow orchestration system that enabled business users to manage insurance plans smoothly through various lifecycle stages while ensuring seamless integration across multiple backend systems.
Client
A leading mutual life insurance provider
Goal
Smooth workflow execution for case creation and management of complex insurance processes across legacy and modern systems
Tools and Technologies
iProcess, Java, Spring Boot, BW5, BW6, FTP, Database systems
Business Challenge
The client operated its platform with varied legacy and modern systems for managing diverse insurance operations. The system covered a wide range of complex processes with numerous interfaces and data exchanges.
The goal was to transform the system and streamline it to manage those varied processes and orchestrate seamless execution of workflows across multiple backend systems. The integration had to be executed smoothly to ensure a unified, efficient user experience, overcoming complexities.
Solution
- Developed the Simon Workflow Portal, a centralized entry point to start and manage business cases and workflows
- Enabled transaction of insurance plans through various lifecycle stages with BPM
- Ensured accurate and timely processing with BPM
- Built an execution engine to trigger specific workflows
- Automated operations across systems for data consistency, and reduced manual effort
- Created a robust middleware layer to manage communication between systems, ensuring secure and reliable data flow
Outcomes
- Improved overall operational efficiency
- Reduced manual intervention and processing time with automated workflows
- Enabled seamless integration across multiple legacy and modern systems
- Ensured data integrity and process continuity
- Developed scalability and flexibility for easy updates and integration of new features or systems
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Integration of new and legacy insurance services
New services offered in a modernization initiative, which seamlessly integrated with legacy systems on microservices architecture, and offered uninterrupted and enhanced user access.
Client
A leading mutual life insurance provider
Goal
Ensure seamless integration of new services with legacy systems, offering enhanced access without disruption
Tools and Technologies
Java 11 & 17, Spring Boot, AWS, Jenkins, Apigee Gateway, Splunk Dashboards, Jira, Confluence, Microservices
Business Challenge
The client operated its platform using a legacy infrastructure, which had some limitations. It desired to introduce new services on a modern platform, without disrupting the existing legacy infrastructure or changing the current customer interface.
The goal was to create a compatible schema of responses from both platforms and to ensure that the integration did not affect overall service availability during and after the transition.
Solution
- Built an API façade layer to allow intelligent routing and appropriate directing of traffic between legacy and FINEOS services
- Enabled feature toggles for dynamic switching between legacy and FINEOS services
- Ensured a controlled rollout and rollback without code redeployment
- Implemented a backward-compatible schema design for consistent responses across systems
- Provided error handling and fallback mechanisms for graceful degradation
- Maintained continuity of service in case of failures in the new system
Outcomes
- Increased scalability and enabled support for higher loads
- Improved system uptime and delivered greater reliability
- Provided seamless user experience and minimal disruption
- Enhanced customer trust and satisfaction
- Allowed testing and deployment of features incrementally
- Ensured greater operational flexibility
- Upgraded monitoring and traceability for proactive issue detection and resolution
- Created strong foundations for future enhancements and service expansions
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Modern system for insurance data management
Development of a robust framework and a secure, automated solution to ensure smooth migration of data from legacy systems to AWS while maintaining flexibility in distribution across file formats and channels.
Client
A large NY-based life insurance and investment company
Goal
Create a secure, automated solution for data ingestion and a robust framework for distribution across channels
Tools and Technologies
Python, PySpark, AWS Glue/Redshift/Lambda/S3/Aurora, Stonebranch, Jira, Github
Business Challenge
The client used a legacy product data infrastructure (PACE) and other systems that provided neither fully-secure access nor enabled efficient quality checks. This affected system integration and data ingestion and distribution.
Workflows and checks were not adequately automated, and they did not offer a reusable framework to generate and deliver outbound data files aligned with business requirements.
Solution
- Created reusable and scalable ETL/ELT pipelines using Python and AWS services
- Integrated Stonebranch for orchestration and automated job scheduling, with monitoring mechanisms and alerts
- Tuned Redshift queries and optimized data ingestion processes to reduce latency and improve throughput
- Defined data specifications and output formats as per business needs
- Built a configurable pipeline to create dynamic CSV/Excel files from Redshift views
- Automated file delivery via email/SFTP monitored and orchestrated by Stonebranch
Outcomes
- Improved data distribution and a reusable framework for ingestion and distribution of data across existing and new products
- Streamlined operations and improved data accessibility
- Enhanced performance and scalability
- Ensured better data quality and governance with automation and structured reusability
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Modern insurance product data services platform
Development of a centralized platform for product data services that can distribute critical data securely, enforce governance, scale with business needs, and integrate smoothly with downstream applications.
Client
A large NY-based life insurance and investment services provider
Goal
Create a unified, scalable architecture for secure, standardized sharing of data with downstream services
Tools and Technologies
Java 21, Spring Boot, AWS, Jenkins, Stonebranch, Jira, Microservices, Redshift, Aurora, DynamoDB, Angular, JS, MYSQL, EKS, SQS
Business Challenge
The client used a product data mart that lacked a secure, standardized method to share data with downstream services. This affected data governance and consistency across applications. It also faced the risk of disrupting tightly integrated legacy data flows while shifting from a legacy PACE system that supports critical AEM microservices to a PDP mart.
It needed a new system that is scalable, and the modernization process had to be carried out with minimal disruption to existing systems.
Solution
Implemented a dual-solution strategy to modernize data access and delivery. Key elements included:
- Built a microservices-based platform and deployed on AWS
- Enabled secure, flexible API access to the product data mart using tagged identifiers
- Ensured a scalable design with minimal code changes for expansion
- Allowed existing AEM microservices to operate without changes during and post-transition
Outcomes
- Improved efficiency and security by enabling standardized, governed access to product and entity data
- Achieved faster delivery and reduced manual effort
- Ensured seamless integration while modernizing the backend
- Maintained front-end stability of AEM microservices
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Modern insurance platform for loan processing
Platform modernization with system integration, functional enhancements, and UI transformation, helps streamline processes, minimize duplication, deliver strong ROI and grow customer retention by a projected 50%.
Client
A large NY-based life insurance and investment company
Goal
Modernize product data management services to enhance loan processing and improve user experience
Tools and Technologies
Angular 15, .Net 4.8, .NET 8.0, AWS EC2, SQL Server, PostgreSQL, Stonebranch, SharePoint, IIS
Business Challenge
The client operated a critical legacy application for loan processing, which had significant operational inefficiencies and shortcomings in user experience. It hindered the speed and accuracy of loan disbursements, affecting both internal operations and customer satisfaction.
The goal was to modernize the platform with scalable solutions that could enable secure distribution of critical data and better governance, while integrating smoothly with downstream applications.
Solution
- Implemented a holistic modernization approach with a focus on system integration, functional enhancements, and UI transformation
- Streamlined deal creation and approval through a third-party system with robust verification and compliance features
- Enabled multi-loan support under a single deal
- Ensured consistency by introducing a standardized component library with reusable UI components
- Revamped the interface with intuitive design, responsive layouts, and improved user experience
Outcomes
- Enhanced efficiency, scalability, and user-centric loan operations
- Improved ROI through greater efficiency, better user experience, and agility
- Reduced verification effort by 30–55% and enabled focus on higher-value tasks
- Streamlined processes and minimized data duplication
- Ensured consistent design and efficient development
- Increased customer satisfaction, with a projected 50% rise in retention
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Move to Singularity platform benefits insurer
Modernizing multiple legacy accounting systems into a unified AI-powered cloud platform achieves new levels of scalability and intelligent reporting.
Client
Large NY-based life insurance & investment company
Goal
Modernize multiple legacy accounting systems to achieve operational efficiency, scalability and improved data analytics
Tools and Technologies
Python, Oracle, SQL Server, AWS Server, Jira, Stonebranch
Business Challenge
The insurer sought a comprehensive cloud-based solution using modern infrastructure and automation to address key challenges. The Singularity platform was selected to integrate investment data from multiple accounting systems, including SS&C CAMRA, Blackrock, IDCFX, Mackay, and Marked Price, into a unified solution. The project aimed to modernize the insurer’s legacy Debt & Derivatives system, which was limited in functionality, lacked scalability, and hindered business growth due to its outdated, on-premises infrastructure.
Solution
- Seamless integration of data into and out of the Singularity platform enabled streamlined operations
- Stonebranch Universal Automation Controller on AWS was leveraged to automate and schedule data extracts, ensuring timely and reliable data availability
- Robust data integrity checks were embedded throughout the pipeline to maintain high-quality outputs
- Tableau was integrated to deliver interactive dashboards, enabling data-driven decision-making across business functions
Outcomes
- The solution delivered greater scalability, system reliability, and data accuracy
- The streamlined data ecosystem significantly enhanced overall user experience
- Unified data and interactive Tableau dashboards established a single source of truth, supporting more informed business decision-making
- The modernized platform enabled the generation of complex business-critical reports that were not possible with the legacy system
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Event partner at Open Banking Expo Canada 2025
Event partner at Open Banking Expo Canada 2025
Canada’s open banking future is taking shape, and the Iris team is right there, contributing to the momentum.
We are proud to be an event partner at Open Banking Expo Canada 2025, contributing to key conversations on how API ecosystems are reshaping the future of financial services. Connect with our team at the expo on June 17, 2025, at the Metro Toronto Convention Centre in Ontario, Canada.
Iris Software is focused on bringing value and transformative technology to leading global banks and financial services (BFS) providers, including those in the personal banking and payments sectors.
Subramanian Viswanathan, Associate Vice President, Financial Services Practice at Iris Software, will moderate a Powerhouse Debate titled ‘Open Banking & API Banking: Unlocking the future of financial services’ with leaders from BMO, TD, RBC, and Scotiabank. “The future of financial services lies in building connected ecosystems where data moves securely, and value moves instantly.” - Subramanian Viswanathan.
For decades, Iris has accelerated the digital transformation journeys of major global and Canadian banks and financial services and payments enterprises. Connect with our experts to learn how our solutions in AI / ML, Application Modernization, Automation, Cloud, Data Science, DevOps, Enterprise Analytics, Integrations, and Quality Engineering improved clients’ data quality, reliability and scalability; platform and systems efficiency; user interfaces and experiences; insight extraction and decision-making; and regulatory compliance.
For more information on the benefits of our future-ready solutions, visit Iris Software Banking and Financial Services.
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Get in touchJoin us for Reuters Future of Insurance USA 2025
Join us for Reuters Future of Insurance USA 2025
Meet our Insurtech expert at FOIUSA 2025, where AI, data analytics, and digital transformation are a top focus for insurers and Iris Software.
Reuters Events hosts this year’s annual Future of Insurance USA Summit on June 12-13, 2025, in Chicago, Illinois. The theme is Rebuild Trust at the Top, with a focus on the value that AI-powered tools, customer-centric products, and strategic collaborations can bring to insurers in all sectors of the industry. The emphasis on these topics are driving 500+ insurance leaders, innovators, and top technology providers like Iris Software to participate in the Summit.
Abhineet Jha, Senior Client Partner, will represent our Insurtech Team at the event.
Four main topic areas will be addressed in the presentations and networking discussions in support of the theme of the 2025 FOI Summit:
- Technology Innovation and Transformation, focusing on AI and Data Analytics
- Risk Management, including cyber threats and regulatory compliance
- Customer Experience, developing seamless UX, personalization, and enhanced communications
- Industry Collaboration, building strategic partnerships
These areas are a top focus of the Insurtech services and solutions that Iris successfully provides to leading carriers in property, casualty, specialty, and life and annuity insurance.
Discuss the evolving insurance landscape, Insurtech innovation, and your technology priorities with Abhineet Jha, our seasoned insurance expert, at Reuters Future of Insurance USA 2025. Learn how insurers are partnering with Iris and applying our solutions in AI/ML, Application Modernization, Automation, Cloud, Data Science, Enterprise Analytics, and Integrations to advance their digital transformation goals.
You can also contact our team and read more about our InsurTech Services and Solutions and successes in future-proofing insurance enterprises here: Insurance Technology Services | Iris Software.
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Get in touchMeet our team at the Payments Canada Summit 2025
Meet our team at the Payments Canada Summit 2025
Banking, financial services and payments technology experts, Subramanian Viswanathan, Mehul Shah, and Suneela Katikala, are attending this year’s Summit in Toronto.
The 2025 Payments Canada Summit, themed Innovate-Collaborate-Transform, is May 6 - 8 at the Automotive Building in Toronto, Ontario. This forum is considered Canada’s premier payments event, bringing together more than 1,900 participants to discuss innovation, challenges and opportunities in this dynamic global industry. Financial institutions, payments and technology service providers, retailers, monetary and regulatory professionals will connect, learn, and share ideas through presentation and networking sessions. The key topics relate to improving outcomes in digital payments, consumer experiences, risk and fraud mitigation, cross-border and other payments policies.
Connect with three of our banking and financial services (BFS) technology experts at the Summit to discuss digital transformation and payment system modernization: Subramanian Viswanathan, Associate Vice President, Mehul Shah, Associate Director, and Suneela Katikala, Senior Client Partner.
The advanced technologies that Iris delivers – across AI / Generative AI, Application Development, Automation, Cloud, DevOps, Data Science, Enterprise Analytics, and Integrations - are driving innovations in the payments sector every day. Our experienced global team helps financial institutions and payments providers enhance operations, security, scalability, cost-efficiency, and compliance in the myriad platforms, processes and systems supporting their domestic and international payments transactions. Iris has served BFS clients for more than 30 years and was named a Leader in BFS IT Services by Everest Group in its PEAK Matrix® Assessment 2025. Iris is also PCIDSS 4.0-certified to ensure robust cyber security and compliance for our clients involved in payment card processing or that store, process, or transmit cardholder data and/or sensitive authentication data.
Contact our team at the Summit or anytime at Iris Software Banking and Financial Services to learn more about our future-ready technology solutions. You can also read our Perspective Papers for insights on Real-world Asset Tokenization, leveraging Generative AI for Asset Tokenization and the state of Central Bank Digital Currency.
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