Self-service web portal built with API integration replaces legacy SharePoint system, delivers improved UX, cost-efficiency, and real-time reporting for teams managing deals and issuer data.
Client
Large NY-based insurance and investment company
Goal
Develop a modern, scalable system to manage deal and issuer data efficiently while eliminating legacy costs and inefficiencies
Tools and Technologies
.Net Core 6(API) , Background Service, Angular 14, SQL Server
Business Challenge
The client’s SharePoint-based system for managing deal and issuer details faced major limitations. As data volume and user count increased, the platform became slow, difficult to customize, and expensive to maintain. Integration with other critical tools was limited, reducing efficiency and scalability. These constraints created risks to effective deal management and hindered the ability to scale operations.
Solution
- Built a modern web-based system using Angular (front-end), .NET Core (back-end), and SQL Server (data storage)
- Developed a self-service portal for internal teams to easily manage deal and issuer data
- Automated data ingestion, cleaning, and storage with a background service for accuracy and consistency
- Integrated Splunk and Application Insights to enable real-time monitoring of system health and performance
Outcomes
- Substantial cost savings by eliminating SharePoint licensing and maintenance expenses
- Improved performance and scalability with faster system response and ability to support more users
- Enhanced user experience through a modern, intuitive, and efficient interface
- Increased automation, reducing manual tasks and errors while saving time
- Real-time reporting and accurate deal projections for better decision-making
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Reliable Data Governance at Scale
Strengthening governance through standardized workflows, automation, and compliance-focused controls for reliable data management.
Client
A leading mutual life insurance provider
Goal
Implement structured workflows to ensure reliable, compliant, and scalable data governance across complex and growing data products
Tools and Technologies
Collibra
Business Challenge
The insurer needed to strengthen its data governance framework to support the growing complexity and volume of data products and information. This required the establishment of governance best practices to improve the quality, trustworthiness and management of data assets across systems, as well as structured oversight to meet evolving regulatory requirements.
Solution
- Designed structured workflows to manage the lifecycle of data products with consistency and accountability
- Automated governance processes to streamline collaboration across teams and improve efficiency
- Standardized data-related tasks and controls to ensure uniformity and adherence to best practices
Outcomes
- Increased scalability and reliability of governance framework, ensuring consistent data quality
- Improved user experience with simplified and intuitive governance workflows
- Strengthened compliance through embedded controls and automated processes
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Advanced App Engineering transforms broker bank data
New, end-to-end application for managing insurance producers’ banking and compensation details ensures accuracy and efficiency.
Client
A leading mutual life insurance provider
Goal
Rebuild the legacy system platform into a scalable, user-friendly platform with advanced functionality for business teams
Tools and Technologies
React JS, Node.js, PostgreSQL, Bitbucket, Jenkins
Business Challenge
The organization faced a critical need to modernize its legacy mainframe system, used to maintain the banking details of brokers and producers for compensation-related purposes. It lacked flexibility, scalability, and the ability to deliver modern user experience. Business stakeholders sought a system rebuild using a modern tech stack to address the limitations of the existing platform and improve usability and functionality for key teams. The goal was to create a system that could scale with the organization’s needs, streamline operations, and provide an intuitive experience for users.
Solution
- Built the new application from scratch with scalable backend services and intuitive frontend UI
- Designed a modern interface using React JS for the Data Capture System (DCS) to manage producer and bank details efficiently
- Developed robust backend services using Node.js for performance and scalability
- Enabled secure and seamless API integration through Apigee
- Leveraged PostgreSQL for reliable and flexible database management
Outcomes
- Scalable and reliable system supporting future growth and consistent performance
- Responsive and intuitive UI delivering enhanced user experience compared to the legacy system
- Advanced functionality allowing users to easily add, edit, filter, and search broker and bank details
- Faster development cycles achieved through modern frameworks and tools, accelerating deployment timelines
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API integration secures news feed portal
Custom-integrated, AWS-hosted portal with secure API, SSO integration and user-friendly interface delivers timely financial news and lowers costs.
Client
Large NY-based life insurance and investment company
Goal
Develop a secure AWS-based portal to deliver financial news with API integration, SSO, and consistent user experience
Tools and Technologies
NET 8.0, ASP.NET MVC, AWS, EC2, Lambda, S3, SES, API Gateway
Business Challenge
The client needed a custom, AWS-hosted application to deliver financial news via external API integration. The solution had to support secure access for both internal and external users with Ping-based SSO. Additionally, the interface required UI/UX alignment with an existing legacy platform for consistency. Timely news delivery also was critical, compelling automated data refreshing every 15 minutes to ensure accuracy and relevance.
Solution
- Automated data ingestion using AWS Lambda to fetch and process news from external API every 15 minutes
- Developed an ASP.NET MVC application on Amazon EC2 with a user-friendly dashboard, filtering, and search capabilities
- Integrated Ping Identity for secure, role-based SSO access for internal and external users
- Secured communication with external API through IBM DataPower and mutual TLS
- Designed UI/UX to mirror the legacy platform for a seamless and familiar experience
Outcomes
- Reduced licensing costs by replacing full third-party access with targeted API usage
- Gained full application ownership and flexibility for future enhancement and customization
- Strengthened security with mutual TLS and DataPower integration
- Simplified authentication and authorization through SSO integration
- Improved operational flexibility with configurable refresh intervals and archiving strategies
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Strengthening Product Data Management
Delivered a secure, scalable, and user-friendly platform that transformed product data management, improved efficiency, and ensured governance.
Client
Large NY-based insurance and investment company
Goal
Build a secure, scalable, and governed platform for product data management while eliminating legacy inefficiencies
Tools and Technologies
Java 21, Spring Boot, AWS, Jenkins, Stone Branch, Jira, Microservices, Redshift, Aurora, DynamoDB, Angular, JS, MYSQL, EKS, SQS
Business Challenge
The client needed a modern and secure interface for managing entity data such as mutual funds and ETFs. Legacy dependencies and the absence of a centralized UI led to inefficiency, limited user control, and slower operations. The challenge was to design a governed, user-friendly, and scalable solution that could improve efficiency and security without disrupting downstream systems.
Solution
- Built a decentralized entity management platform with a secure UI for entity data and bulk file uploads with built-in validations
- Designed microservices with a staging database for faster, modular delivery
- Implemented LDAP-based authentication and role-based access for enhanced governance and security
- Deployed on containerized EKS with multi-region scalability to ensure resilience and high performance
Outcomes
- Accelerated delivery with microservices, CI/CD, and file-based updates reducing manual effort
- Empowered users with a role-based UI and approval workflows for direct entity data management
- Strengthened architecture with containerized EKS deployment and LDAP-based authentication for scalability, security, and resilience
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Self-serve platform for BI reports with QA, governance
Achieved 80% reduction in reports, 60% fewer data requests, and 60–80% faster custom report creation with a modern BI platform ensuring governance and data quality.
Client
A major educational testing and assessment organization
Goal
To rationalize and modernize the system for BI reports and deliver a better UX with quality assurance at a reduced cost
Tools and Technologies
Power BI, Semantic Modelling, MSBI
Business Challenge
The client had a current set of 400+ Power BI and 600+ SSRS reports. A number of these were obsolete and had to be removed and archived.
Users faced multiple challenges that had to be identified by collating feedback so that appropriate solutions could be developed. The aim was to modernize and rationalize the system to achieve better governance and reduce costs of infra and support services.
Solution
- Collated user feedback to pinpoint key challenges and improvement areas
- Identified, removed and archived many obsolete and orphaned reports
- Built a holistic semantic model to support reports with self-serve BI capability
- Introduced new, rationalized, and interactive reports/dashboards
- Enhanced UI/UX design with a provision to introduce branding
- Developed a robust process for data governance and quality assurance
- Created extensive documentation to enable complete user self-serve capabilities
- Trained users on BI self-serve
Outcomes
- Achieved 80% reduction in the number of reports post-rationalization
- Ensured 60% reduction in requests/enquiries for data by making it readily available through documentation
- Delivered 60% to 80% reduction in time required to build new custom reports
- Enhanced user confidence in data generated
- Increased number of users and per report user views
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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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Eagle Access Data Platform Transforms Accounting
A centralized and secure cloud-based financial data warehouse provides a single source of truth, improving analytics and reducing risk, for a major insurer.
Client
Large NY-based life insurance and investment company
Goal
Consolidate multiple accounting systems into a centralized, reliable data warehouse to improve reporting and decision-making
Tools and Technologies
BNY Eagle Access, Python, Oracle, AWS EC2 and S3, SQL Server, Jira, Stonebranch
Business Challenge
The insurer faced growing inefficiencies due to siloed accounting systems that lacked integration, consistency, and scalability. Reporting processes were time-consuming, error-prone, and lacked real-time visibility—hindering timely business and investment decisions. A centralized solution was needed to ingest and unify data from disparate systems like SAP GL, Singularity, and Loan Management into a single, trusted platform to support strategic financial insights and reduce operational complexity.
Solution
- Built a centralized accounting data warehouse using the Eagle Access secure private cloud environment
- Ingested and standardized data from SAP GL, Singularity, and Loan Management systems
- Used AWS EC2, S3, and Stonebranch Universal Automation Controller for cloud infrastructure and job orchestration
- Enabled real-time reporting via Tableau integration and migration of legacy dashboards
- Improved data accuracy and consistency through robust validation and automation
Outcomes
- Created a unified source of truth for all accounting data
- Enabled faster, more accurate reporting and analytics, improving business and investment decision-making
- Reduced data silos and improved accessibility across systems
- Minimized infrastructure complexity and operational risk with secure private cloud hosting
- Enhanced efficiency through automated data processing and orchestration
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