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How we helped top 5 insurance broker deliver a white-label customer platform in half the time
We employed TOGAF to complete the initial Technical Design Blueprinting exercise, implemented multi-tenancy, legacy backend integration, third-party provider connections, and enhanced content tailoring. This project marked the client’s first successful adoption of agile software delivery, and our collaboration continues.
Challenge
Client faced losing market superiority due to regulatory changes and internal resource competition, needing external assistance to design and implement a cost-efficient, next-generation white-label digital platform within tight deadlines.
Scope
Complete Redesign and Rebuild. Full transformation of the digital pension scheme self-service platform for rapid changes and new journeys. Cloud Deployment. Solution deployed in the cloud for improved scalability and accessibility, replacing the on-premise setup
Result
The project was completed ahead of time and under budget, leading to Metasite becoming a formal partner and earning a perfect 5/5 NPS score from the client's stakeholders for exceptional project delivery and client engagement.
Why Metasite
The Client invited Metasite to take part in the RFP process as their Head of Technology was aware of our multi-decade track record in successfully delivering complex digital customer self-service solutions to insurers, investment managers and banks – and knew of our team’s recent success in delivering a comparable solution to another financial services giant in the UK against a very aggressive deadline.
Key features of the developed solution
the multi-tenant, highly configurable solution enabled our client to launch new customer portal instances with custom corporate branding and customised user journeys in a matter of minutes or at most hours instead of weeks or months.
Content is tailored for specific audience segments, with depth of personalisation ranging from very general to highly specific. Content customisation options extend from web page layout level down to single-word variations.
To enable gathering of complex user data, the solution supports creation of multi-page user journeys. These can include questions, confirmations, data forms, and more, all managed through the CMS without any need for additional coding.
A range of data items, managed through the CMS, can be embedded in the application UI pages with ease, facilitating easy integration of various data panels, buttons, and messages. The solution supports both authenticated and non-authenticated users.
Key components of the developed solution
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Business Logic Layer (BLL)
Headless CMS
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