Engineers
Products
Deployments
Client Background
Our client is Ireland’s leading provider of wealth management and investment banking services, connecting capital with opportunity for almost 100 years. With a strong focus on compliance, customer satisfaction, and innovative technology, they sought to enhance their client onboarding process through digital transformation.
The Project
In May 2022, we partnered with the client to provide team augmentation services, specifically in the realm of Digital Onboarding. Our dedicated team aimed to automate and simplify the client’s onboarding journey, thus streamlining processes while ensuring adherence to policy compliance and security standards.
Team Composition
- Team Size: 7 Engineers + 1 Engineering Director
- Duration: Contract commenced in May 2022
Project Objectives
The primary goals of the engagement were to:
- Automate the client onboarding workflow to reduce time-to-completion.
- Enhance the user experience through UI/UX improvements.
- Maintain compliance with the client’s policies throughout the onboarding process.
Key Milestones Achieved
Frontend Development:
1. Digital Meeting Portal:
- Successfully completed Phase 1 of the “Digital Meeting” portal, designed to enable advisors to automatically generate required resources for client meetings.
- Phase 2 is currently nearing completion, with additional features and improvements actively being implemented.
2. Client Portal Application Migration:
- Led the migration of the client’s entire client portal application from AngularJS to Angular 15.
- This involved removing legacy code, redesigning components for improved performance, and ensuring adaptability across various screen sizes and devices.
Quality Control & Automation:
1. Digital Meeting Test Automation:
- Developed 76 new automated test cases for the Digital Meeting project, focusing on enhancing reliability and efficiency.
2. Framework Enhancements:
- Upgraded the automation framework, enabling test executions in parallel across different browsers and updating libraries to their latest versions.
- Created tools for generating comprehensive reports and facilitating data access.
3. Process Improvement Initiatives (Ongoing):
- Recommended the adoption of shift-left testing strategies to prevent bugs in development stages.
- Fostered improved alignment between development and QA teams to safely increase the speed of project delivery.
Backend Development:
1. Microservices Migration:
Successfully migrated critical microservices to Java 17 and Spring Boot 3.2.0, enhancing performance and scalability.
2. Security Enhancements:
Implemented a robust system for dependency vulnerability verification on a per-build basis, along with monthly OWASP vulnerability reporting.
3. Legacy System Replacement:
Replaced a legacy SOAP service system with modern REST integrations within the Davy Select Intermediary framework, improving efficiency and maintainability.
Conclusion
This ongoing partnership has enabled our client to enhance their digital onboarding capabilities significantly. By leveraging our engineering expertise, we’ve helped to:
- Streamline onboarding processes
- Improve user experiences
- Decrease client onboarding time
- Maintain a high standard of compliance.
As we continue to progress with the project, our focus remains on driving innovation and achieving strategic objectives that cater to the client’s evolving needs.
