Fintech CRM Platform Delivery

Fintech Azure API Management, Systems Integration
The Challenge

A leading Fintech company was developing a broker/dealer CRM platform requiring seamless integration of third-party and internal services across multiple value streams. Fragmented dependencies were threatening the go-to-market timeline.

Our Solution
Portfolio Leadership

Led a portfolio of projects to deliver seamless services integration across eight concurrent work streams aligned to go-to-market goals.

Integration Catalog

Cataloged all third-party service integration requirements and cross-stream dependencies within the CRM platform to eliminate blind spots and reduce delivery risk.

Azure API Hub

Leveraged Azure API Management to build a centralized services hub — a scalable, maintainable interface layer for all third-party integrations.

Simulated Data Repository

Built a repository of simulated real-life data for end-user training and quality engineering, accelerating testing and readiness cycles.

Outcomes

Reduced go-to-market time by up to 10% through the use of high-quality simulated data.

The integration services hub accelerated development by resolving major cross-stream dependencies.

Centralized Azure API hub improved maintainability and reduced integration risk for future changes.

Key Results
10%Reduction in go-to-market time
8Work streams integrated
AcceleratedDevelopment via dependency resolution
Details
Technology & Technique
Azure API Management, Systems Integration
Industry
Fintech