London Hedge Fund Adopts interop.io for Integrated Desktop Experience
Case Study
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.
Outcome
The implementation of this solution resulted in a cohesive framework that streamlines associate tools and content. A Center of Enablement was established that promotes reuse, encourages collaboration, and enables teams to adopt a shared approach to building and deploying new digital capabilities.
Key outcomes include:
- Streamlined workflows and enhanced UI: A modern, modular workspace that allows applications to communicate with one another, synchronizing data and reducing the friction typically associated with managing multiple systems./li>
- Improved user experience: Associates can now perform their tasks more efficiently, utilizing a simplified UX with a multi-app workspace to manage workflows and synchronize data between different systems.
- Reduced costs and time to market: By deconstructing the legacy system into a more agile framework, the client can now quickly build and deliver new capabilities, significantly reducing both the time and costs associated with modernization.
Overall, interop.io’s solutions enabled the investment and wealth management firm to establish a scalable and adaptable desktop experience that meets the diverse needs of its associates while maintaining consistent governance and promoting efficiency across teams.
Client
Investment and wealth manager with multiple business units was seeking a solution for a modern desktop experience and interoperability.
Products Used
Services Provided:
- Center of Enablement
Project Duration:
- Multi-year
