Navigating the Digital-First Frontier in Financial Services
Modernizing investment-product distribution with APIs, automated data flows, and a connected advisor experience.
Turn fragmented financial data and workflows into a platform advisors can use.
Investment-product information, disclosures, content, and operational workflows were distributed across systems and teams. The business needed a more efficient way to manage complex product data, publish it consistently, reduce back-office effort, and give advisors intuitive access to the information required for investment conversations—all within the governance expectations of financial services.
Etelligens approach
Etelligens designed an API-led data and automation platform that brought financial product information into a controlled distribution layer. The program combined data engineering, cloud and platform architecture, CMS and digital-asset integration, CRM and identity integration, advisor-facing experience design, and measurement. A modern content experience then exposed fund information and thought leadership through clearer comparison, discovery, and personalization journeys.
Connected capabilities, one accountable delivery team.
Strategy, experience, engineering, data, and operations were planned around the same business outcome rather than delivered as disconnected workstreams.
- Investment-product data aggregation and automation
- API-led distribution architecture
- Advisor-facing web experience and information design
- CMS, DAM, CRM, and single-sign-on integration
- Analytics and personalized content journeys
- Cloud platform engineering and operational automation
Digital delivery tied to business results.
The modernization accelerated time to value while improving operating efficiency and engagement. Reported outcomes include 70% development cost savings compared with the referenced industry average, a five-month concept-to-launch cycle, and 100% growth in monthly active users. The platform also created a reusable foundation for distributing governed financial data across channels.
- 70% development cost savings versus the referenced benchmark
- Five months from concept to launch
- 100% increase in monthly active users