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Transforming Digital Customer Experience : A Self- Service Platform for a Leading Stock Broking Firm
Capital Markets
React, AWS, Docker, Go Lang, Kubernetes
About Client

Our client, a subsidiary of one of India's premier private sector banks, stands as one of the top 10 broking firms, offering an array of financial services. With a focus on retail and institutional broking, they provide diverse financial products, including equities, derivatives, commodities, mutual funds, IPOs, and bonds.

Problem Statement

In the ever-changing landscape of stock broking, our client faced challenges in delivering a satisfactory customer experience and optimizing operational processes.

Key problem areas:

  • Providing a truly empowering, user-friendly digital platform.
  • Enabling independent execution of diverse account-related tasks.
  • Managing manual processes, causing inefficiencies and potential errors.
  • Adapting to the evolving expectations of tech-savvy customers and industry trends.

To address these challenges, there was a critical need to enhance the digital customer experience, streamline processes, and contribute to organizational digital transformation.


Our solution involved developing a comprehensive, user-friendly digital platform. Key components of our technical strategy include:

  • User-Centric Interface: A responsive and intuitive design for seamless navigation.
  • Cloud-Based Infrastructure: Leveraging scalable and secure cloud services for optimal performance.
  • Scalable Architecture: Employing a microservices approach for enhanced scalability and maintainability.
  • APIs: Well-documented APIs for seamless integration with external financial data sources.
  • CI/CD: Continuous

We opted for Go lang and AWS, harnessing their scalable infrastructure and security features. Our approach began with a reference solution, focusing on core architecture and seamless communication between microfrontends and middleware layers. The project will scale with the development of over 20 microfrontends, incrementally integrated into the existing platform. For customer support, a separate frontend will be developed.

  • Application Middleware: Golang for the core system.
  • Microfrontend Web Tier: ReactJS for the user interface.
  • Deployment and API Management: Kubernetes, Docker, and Apigee API Gateway.
  • Scalability: A system designed for efficient scaling.
  • Database Connectivity: Direct connections to multiple databases from the middleware layer.
  • Cloud Infrastructure: AWS Cloud for scalability and reliability.
Value Delivered

Anticipated benefits include improved customer satisfaction, enhanced operational efficiency, strengthened security, and increased business competitiveness. This transformative project is poised to position the client as a technological and customercentric leader, fostering loyalty and ensuring long-term viability in the financial services sector.