Investment Banking Services
The client is an innovative Italian banking group focused on delivering specialized credit solutions to enterprises. With a core emphasis on supporting performing, restructuring, and turnaround businesses…
Case Details
Client: Investment Banking Services
Project Duration: 18 Months
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Client Overview
Client Goal & Challenges
The bank works with clients who manage large and intricate financial portfolios, each requiring continuous monitoring and highly specific operational support. While some portfolios can be managed with standard tools, others demand purpose-built applications to handle unique business logic and financial intricacies.
The core goals and challenges included:
- Creating a robust platform capable of tracking all portfolio-related data—including loans, mortgages, collaterals, costs, and budgets.
- Supporting real-time portfolio visualization and editing through an intuitive, graph-based interface.
- Automating data imports, enrichment, validation, and reporting processes.
- Allowing custom rule-based workflows for budgeting, approval, and validation.
- Centralizing access through a unified dashboard with user-specific tools, notifications, and cross-application navigation.
- Ensuring modularity and scalability to accommodate evolving client requirements.
Solution: What We Built
To meet these needs, we developed a custom-built portfolio management platform designed to offer flexibility, scalability, and ease of use for both financial and technical teams. The solution is composed of a set of reusable microservices built with .NET Core 8 and 9, and features a modern Angular 19 frontend interface. MongoDB was selected as the database for its flexible schema design and ease of horizontal scaling, while Apache Kafka was used for efficient message queueing between services.
Core Features:
- Detailed Portfolio Management: Track and manage complex financial elements such as loans, mortgages, and collaterals.
- Node-Based Visualization: Display subjects and relationships in an interactive graph view with expandable nodes, editable fields, and historical tracking.
- Data Import & Enrichment: Raw data is loaded into staging collections, processed and reshaped automatically, then distributed to the appropriate internal data models.
- Dynamic Validation Rules: Template-based validation ensures adaptable and reusable logic based on portfolio structure.
- Cost & Budget Workflows: Users can input costs, assign them to specific budgets by category, and trigger approval flows with dynamic rule configuration.
- Personalized Dashboards: Each user accesses a widget-based interface with support for three display modes (S, M, L) per widget, offering varying levels of detail.
- Cross-App Navigation & Notifications: The dashboard allows seamless access to other internal apps and displays integrated notifications from across the ecosystem.
- Shared Task Lists: Users can create, share, and manage personalized to-do lists for enhanced collaboration.
Technology Stack
- .NET Core 8 and 9 (Microservices architecture)
- Angular 19
- MongoDB
- Apache Kafka
- Version Control & CI/CD: Azure DevOps
- Project & Ticket Management: Jira
Team Composition
The project was delivered by a dedicated and collaborative cross-functional team:
- 1 Technical Lead
- 3 Backend Developers
- 3 Frontend Developers
- 2 QA Engineers
This team worked in close coordination with the client’s internal stakeholders to ensure all operational and compliance needs were addressed efficiently and iteratively.
Impact
The platform has significantly enhanced the bank’s ability to manage complex client portfolios at scale. Key results include:
- Streamlined Data Management: Centralized control over financial components and historical records.
- Operational Efficiency: Automated data imports, validations, and approvals save time and reduce human error.
- Improved User Experience: Customizable dashboards, dynamic widgets, and real-time navigation improve usability and productivity.
- Scalable Architecture: Microservices and flexible data models allow future expansion and adaptation with minimal friction.
- Compliance & Control: Robust validation and approval workflows ensure accurate financial governance.
The result is a high-performance, modular solution that enables the bank to meet diverse portfolio needs while maintaining operational consistency and regulatory compliance.