Revolutionizing Digital Onboarding: Datamatics Redefined User Experience for a Mutual Fund Giant

One of Asia’s leading mutual fund distributors, this industry leader manages a robust investment portfolio exceeding 50,000 crores. Committed to delivering seamless investment experiences, the client continuously innovates to meet the evolving needs of modern investors.

The Challenge: Digital Onboarding Roadblocks

As one of Asia’s leading mutual fund distributors, the client was committed to delivering a seamless investment experience. However, their existing web portal fell short of expectations. Performance issues on the landing page led to sluggish user interactions, it was not easy to provide user nominee Details and manage their integrated portfolio etc.

For the CIO, these inefficiencies posed a significant concern. The outdated system lacked the agility required to support evolving investor needs, impacting both operational efficiency and user engagement. Recognizing the urgent need for digital transformation, the client sought to develop an web application designed to streamline customer onboarding.

The goal was to reduce onboarding friction by allowing customers to sign up and assess their risk tolerance even before the full-scale platform launch.

The Solution: Streamlined Investor Onboarding

Datamatics developed a cutting-edge web application tailored to their mutual fund products and offerings. The solution was designed with an intuitive interface, enabling seamless user sign-ups and logins while enhancing the overall digital experience.

A key component of the solution was the implementation of a sophisticated risk score calculation algorithm integrated into the client’s IT infrastructure. This algorithm assessed user risk tolerance, passing real-time values to the frontend UI for seamless visibility.

With a focus on performance optimization and user-centric design, Datamatics delivered a scalable, high-performing solution that positioned the client for long-term digital success.