Elevating investor experiences with a high-performance digital portal
BBD designed and developed a bespoke digital portal for a leader in the investment sector, seamlessly integrating complex valuation data to deliver a unified, luxury client experience across all devices.
Objectives:
The client sought to modernise their digital presence with a solution that bridged the gap between complex financial data and premium brand identity. This required replacing a technically rigid legacy VB infrastructure that failed to support critical business workflows, such as clear cash positions and self-service tools. The goal was to build a greenfield solution that would integrate with existing, disparate data sources to provide customers with a single, cohesive portal. This portal needed to be engineered for high performance, transforming raw data into intuitive insights with visual fidelity across both desktop and mobile platforms.
Benefits:
- Strengthened brand equity: A premium UX/UI experience reinforces the client’s reputation for excellence
- Universal access: Fully responsive design allows clients to access the portal from any device
- Frictionless adoption: Integrating with existing identity providers allows clients to use current credentials without the need to create new accounts
- Comprehensive financial overviews: The portal provides clients with current valuation data on their investments as well as historic transactions, valuations, and statements
- Interactive intelligence: The data is displayed in a more user-friendly way, including interactive charts and a cleaner design
- Rapid time-to-value: Delivery of a production-ready greenfield solution in a short timeframe, establishing immediate stakeholder credibility
Overview of the solution:
To remain competitive, the client required a total overhaul of their legacy environment. BBD replaced the outdated desktop-bound system with a modern architecture using React for the front-end and .NET 8.0 for the back-end. The solution was hosted on an on-prem Kubernetes cluster with front-end deployment via AWS. By leveraging a modular micro-frontend framework, the team accelerated development speed without sacrificing quality. A canary release strategy was employed to manage risk, allowing for early value delivery and the rapid establishment of user trust in the data’s accuracy.
Approach:
Following an intensive three-day collaborative workshop, BBD’s UX team engineered a functional prototype to map the core architecture. By prioritising structural functionality initially, the team facilitated iterative rounds of stakeholder refinement. Once high-definition designs were finalised, the development phase followed a disciplined Agile/Scrum methodology.
What set this approach apart was the “Master of All Trades” mindset; the team operated as a cohesive unit where members (a mix of BBD and client engineers) handled everything from architecture and requirements gathering to database changes. This flat structure, supported by weekly retrospectives that acted as a continuous “process-tuning” engine, allowed the team to adapt to constraints instantly. Close collaboration across multiple business units ensured that accountability and the freedom to explore solutions were core to the delivery cycle.
Impact of BBD’s partnership:
The success of the portal fundamentally shifted how the client engages with their investors, doubling the active user base (a 50%+ increase in traffic) and replacing unreliable legacy data with a high-performance “flagship” experience. The partnership rapidly established a “well-oiled machine” dynamic, earning recognition across the client’s organisation for excellence in Agile development. This proven track record paved the way for a second phase: a dedicated platform for brokers and internal advisors, which was delivered in a further 5 months to equally high adoption rates.
Adding to this, client developer feedback included: “We didn’t just rewrite the portals using a modern tech stack, we worked and collaborated closely with multiple teams across the business. That accountability and freedom to explore solutions made this one of the flagship projects.”
