Case study 05 · Financial Services
A multi-tenant SaaS platform for financial advisors
The challenge
An innovative insurance marketplace for financial advisors kept its planning tools in spreadsheets. It needed a SaaS product that advisors could use directly, partners could embed, and that could sell policies in-line, all by a fixed date.
Our approach
We designed an API-first, multi-tenant platform with single sign-on and usage metering, on cloud infrastructure defined as code from day one.
The planning calculators were rebuilt as services and extended with Monte Carlo simulation, with in-line purchase through the industry e-application platform and a leading digital wealth platform as the first partner.
Where our experience mattered
- Designed an API-first, multi-tenant product
- Architected cloud infrastructure as code from day one
- Worked through complex financial and partner requirements
- Delivered to a fixed scope, schedule and fee
Outcome
A production SaaS platform, live with its first partner and ready to scale.
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