CASE STUDY

Portfolio Management Transformation

Agile Project Delivery
BFSI

Project Highlights

Scope

  • Modernised the Treasury unit's critical application with technological and process improvements.
  • Redesigned system architecture and enhanced the user interface for better usability.
  • Integrated mobile resources to improve accessibility and implemented enhanced tracking for fund movements and stock market data.

Challenges Overcome

Addressed the need for a modernised architecture to improve system performance and scalability.

Enhanced the system’s capability to integrate with mobile resources for real-time accessibility.

Improved tracking mechanisms for fund movements and stock market data to support decision-making.

Business Impact

The project delivered significant improvements to the client’s operations.

System Scalability

Integration Efficiency

Tracking Accuracy

User Interface Usability

These advancements enabled the client to modernise treasury operations, improve fund tracking, and enhance overall system efficiency.

The Client

The client is a prominent financial institution and a key player in the global banking sector. Renowned for its innovative approach to digital banking and customer-centric services, the client offers a wide range of financial products, including retail, corporate, and investment banking.

  • Operates an extensive network of branches and digital platforms, serving millions of customers worldwide.
  • Recognised as a leader in adopting cutting-edge technologies to enhance operational efficiency and customer experience.
  • Committed to sustainability and innovation, driving positive change in the financial industry.
BFSI-Client

The Problem

The client needed a solution to:

  • Modernise the architecture and user interface of their critical Treasury application.
  • Integrate mobile resources to ensure accessibility and real-time data updates.
  • Improve tracking for fund movements and stock market data to support effective treasury operations.

The Solution

BGTS provided a comprehensive solution to transform the Treasury application.

System Redesign

Modernised the architecture to improve scalability and system performance.

Mobile Integration

Ensured seamless integration with mobile resources for real-time accessibility.

Enhanced Tracking

Implemented improved tracking mechanisms for fund movements and stock market data.

User Interface Overhaul

Designed a user-friendly interface to simplify fund and cash flow management.

Team & Technology

Tech Stack Utilised

Programming Language

  • Java

Frontend

  • HTML
  • CSS
  • JavaScript

Backend

  • Spring Framework

Database

  • Microsoft SQL Server

Team Composition

13 ...

1 project manager

The Outcome

The ARK transformation modernised the Treasury unit’s critical application, delivering:

Scalable Architecture

Improved system performance and readiness for future expansions.

Real-Time Access

Enabled mobile integration for fund and market data tracking on the go.

Accurate Tracking

Enhanced mechanisms for fund movements and stock market data, supporting informed decision-making.

Improved User Experience

Delivered a more intuitive interface, simplifying fund and cash flow management.

This solution empowered the client to optimise treasury operations, enhance data tracking, and improve overall operational efficiency.