The client is an investment management firm that manages multiple asset classes through its group of companies in several geographies. Despite rapid growth over the last few years, they were facing challenges due to outdated IT infrastructure and processes. The client had a broader objective of digitally maturing their internal eco-IT system, data management, and potential client digital experience. They could not improve customer expectations effectively due to misalignment between business vision and technical landscape. Fulcrum Digital conducted a comprehensive enterprise IT and business assessment to accelerate their digital transformation journey..

Anticipated digital maturity score

improved customer digital experience

improved customer digital experience

Business Challenge

The client was facing various challenges from siloed systems and outdated technology, increasing dependency on third-party vendors. They had no digital presence causing delayed customer onboarding and acquisition, while hampering their business growth on a large scale. The client heavily depended on manual data manipulation affecting their customer experience, business process, operational efficiency, and reporting. This was putting their reputation at stake, and they were losing their existing customers. The client decided to shift their focus to digitalization for overall business processes.


  • Fulcrum conducted an enterprise assessment with the tri-layer approach: business, systems, and technical.
  • Reduced manual effort with robotic process automation (RPA).
  • Enhanced their digital presence with a robust website and client portal focusing on UI/UX using reusable F1 components
  • Proposed a digital roadmap for IT project initiatives and an evaluation matrix.
  • Introduced standardized API connectivity between applications.
  • Suggested application software for their KYC process, data integration, and architecture principles.
  • Recommended reporting tools to perform multiple tasks without third-party dependence.
  • Suggested to build and implement a modern data platform
  • Recommended to onboard and integrate new systems in the future


  • Up to 66% reduced manual effort through process automation
  • 135% anticipated digital maturity score from 2021 to 2023
  • Reduced manual steps from 15 to 10 using process automation
  • 2x improved customer digital experience with a new, effective client portal

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