The 60% Transaction Complexity Trim: A Holistic Platform Rebuild for a Global Investing Firm
Client Overview
A prominent global asset management giant and top-tier investment organization, based in New York with a footprint across multiple continents. Managing trillions in assets, it serves a broad spectrum of clients from institutions to governments and individuals. Distinguished by its forward-thinking strategies, state-of-the-art tech platforms, and unmatched expertise in navigating complex markets for enduring client success.
Overhauling a Tired Platform That Couldn’t Keep Up
The client’s investment platform was a trusted, familiar space for investors. But behind that familiarity, a problem was growing. The digital world had moved on, and the platform hadn’t. Outdated designs, tricky menus, and lengthy steps were frustrating everyone, from investors to distributors.
The goal was clear: to honor the trust the client had built, while giving it a new, contemporary foundation. Focus on the human moments, the first-time investor wanting a smooth start, the busy advisor processing transactions between meetings, and the long-term client checking their portfolio on a phone. Streamline, simplify, and polish every step of the users’ journeys.
Building the Blueprint: Where Data Met Design
Our project began not with code, but with questions. Before we could rebuild the client’s digital experience, we had to deeply understand the people using it. This kicked off the first collaboration between Indium and Experion. It was a true partnership among UX architects, designers, and business analysts from both sides.
We dug into market research and real usability data, benchmarking against the best in the industry. But more importantly, we listened. We wanted to get past what users did and understand what they felt. What frustrated a distributor at 4 PM on a month-end? What made a new investor hesitate before clicking submit?
This research-led approach became our compass. It moved us beyond guesswork and grounded every design decision in real user needs and behaviors.
Elevating the Investor Journey
We mapped and rebuilt key processes, cutting unnecessary steps. Transaction journeys were trimmed by nearly 60%. What used to be a maze became a straight path
Onboarding time dropped by approximately 50%. New investors can get set up and start transacting in minutes rather than filling out endless forms.
Navigation got cleaned up, features that were buried three menus deep became visible and accessible.
The visual design moved into the current decade, matching what users expect from consumer-grade fintech apps.
The Human Challenge: Respecting the Old While Building the New
People were used to the old system. Even if it was clunky, it was familiar. Proposing sweeping changes meant convincing many stakeholders that the disruption was worth it.
The design team ran multiple iteration cycles. They held workshops where stakeholders could actually interact with prototypes, spot issues early, and voice concerns before anything was locked in. Different design alternatives were tested and debated. Feedback loops were structured, so input didn't just disappear into a black hole; it shaped the next round of designs. The final designs succeeded because they had been stress-tested not just by users, but by the very people who would support them.
Engineering the Investment Platform by Leveraging Copilot
A fixed timeline and a bold blueprint meant there was no room for guesswork.
Our Playbook: Five Moves That Made the Difference
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The Skill Pivot: Redefining the Team
The work was heavily front-end, Angular components, UI logic, and responsive layouts. But the available team was split 50/50 between frontend and backend engineers. Rather than hiring externally, we identified a handful of backend developers with the right aptitude and upskilled them in Angular, HTML, and CSS.
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Knowledge as a Foundation
Frontend engineers went deep on Angular 18. Backend engineers reinforced their knowledge of Java and microservices architecture. The team also ran focused sessions on using GitHub Copilot to speed up Angular development and how to generate boilerplate, refactor components, and catch issues earlier in the workflow.
Copilot as a Development Accelerator
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Code coverage
The team consistently hit over 80% coverage. Copilot helped autogenerate unit tests and spot edge cases that would've been missed in manual test writing.
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WCAG compliance
Accessibility wasn't bolted on at the end. WCAG guidelines were baked into the workflow from day one. Copilot flagged accessibility issues in real time and suggested compliant patterns, proper ARIA labels, keyboard navigation, color contrast fixes. This drastically reduced the remediation work that usually piles up before launch.
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Code quality
Developers used Copilot for self-reviews before submitting PRs. It caught syntax errors, highlighted anti-patterns, and enforced coding standards. The result? Cleaner code, fewer review cycles, and less back-and-forth between devs and reviewers.
The Delivery Snapshot
Reusability was key. Components built for the distributor side, things like form controls, transaction workflows, and dashboards, were refactored and reused for the investor side. This sped up development and kept the UX consistent across user types. Every screen was performance-tuned and fully responsive, desktop, tablet, mobile. The platform had to work for users on different devices and connection speeds, and it does. Copilot's impact on code reviews was measurable: review effort dropped by 25–30% because code coming in for review was already cleaner and more compliant.
Measurable Returns: Where User Experience Meets Business Impact
The proof of any transformation is in its outcomes. Moving beyond modernized code and updated visuals, this holistic rebuild delivered tangible business value by fundamentally improving the user's journey. The results speak to a powerful convergence of experience and efficiency:
Enhanced Brand Credibility and Trust
Reduced Drop-off and Abandonment Rates
Lower Operational and Support Costs (Better clarity in user flows)
Increased Customer Acquisition & Retention
Built for What’s Next, Not What’s Familiar
About Indium
Indium is an Al-driven digital engineering company that helps enterprises build, scale, and innovate with cutting-edge technology. We specialize in custom solutions, ensuring every engagement is tailored to business needs with a relentless customer-first approach. Our expertise spans Generative Al, Product Engineering, Intelligent Automation, Data & Al, Quality Engineering, and Gaming, delivering high-impact solutions that drive real business impact.
With 5,000+ associates globally, we partner with Fortune 500, Global 2000, and leading technology firms across Financial Services, Healthcare, Manufacturing, Retail, and Technology-driving impact in North America, India, the UK, Singapore, Australia, and Japan to keep businesses ahead in an Al-first world.
