Case study 1

Centricity

With 1SB’s Investment Gateway, Fintech client creates digitally transformed, faster user journeys enabling instant integration with 70+ product manufacturers.

Client is a fintech player wanting to build a Super Financial platform that offers products in a B2C and a B2B2C model such that a customer can come directly through web app/website or through the IFA distribution network.

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Challenge

  • The client was facing issues with digital distribution of their core offerings:
    • Portfolio Management Services (PMS)
    • Alternate Investment Fund (AIF)
  • The product manufacturers were digitally challenged offering paper-based lengthy jounryes requiring a longer onboarding time with multiple iterative processes.
  • Their AIF network was in a remote locations where there was lack of digital options.

Our Solution: 1SB investment Gateway

  • Low-code platform, start digitally onboarding your clients within days.
  • Pre-built integrations to ensure straight through onboarding and order processing.
  • Highly secured, traceable and immutable – leveraging blockchain to securely store and manage customer data.
  • Fully integrated SaaS platform to go live within days. Open APIs to embed PMS product into existing product offerings.

Results

  • 1SB Investment Gateway offered the client instant and seamless integration with over 70+ product manufacturers.
  • We designed a customised front-end that was aligned with their branding requirements.
  • Created assisted journeys where they can open accounts in remote location within 24 hours.
  • They were able to accelerate their Go to market with Reduced time to market by 60%.
  • Digital processed to cater to remote locations in their b2b2c channel such that they can offer products digitally.