Leading Investment and Wealth Manager Builds Center of Enablement for a Unified Associate Desktop Experience

A major investment and wealth management firm, operating across multiple business units, sought a solution to create a modern desktop experience that would enhance interoperability, streamline workflows, and promote consistency across teams. With a complex set of legacy systems and diverse user needs, they required a comprehensive approach that would establish a standardized way to manage and deliver new capabilities throughout the organization. They turned to Interop.io to implement this strategic initiative.

Challenges and Goals

The client needed to implement a central strategy to efficiently deliver and manage interoperability across its front, middle, and back-office operations. This approach aimed to achieve:

• Common adoption of governance processes: Establishing a standardized set of guidelines for the development and deployment of applications.
• Knowledge sharing and best practice adoption: Encouraging consistency in code reuse and methodology across multiple teams, minimizing duplicated efforts.
• Streamlined workflows: Optimizing existing processes by enabling seamless data synchronization and communication between applications.

Solution: A Modular and Dynamic Desktop Framework

To address these goals, interop.io worked with the client to build a modular and unified desktop experience using the io.Connect Desktop, io.Manager, and io.Insights solutions. The objective was to create a platform that would enable associates to access relevant, contextually appropriate information without navigating between separate applications.

This involved:

• Create a unified desktop experience across front, middle and back office where information pulled up on the screen is contextually based on dynamic events (such as a client record).
• Decompose existing .NET monolith system so it can load different screens without reloading the whole app.
• Write new Angular complimentary screens (apps/widgets), for example showing the advisor the next best possible action.