Case studies

What we built, and what it did

Eighteen engagements across mutual fund distribution, wealth management, investor awareness, learning and platform engineering. Each entry says what the platform was, what we built on it and what came out the other side. Clients are not named.

Records
18
Platforms
4
Participants reached
300,000+
Branches digitised
4,000+

Filter the records

Showing all 18 records

Finexa

01

A distribution platform rented, not built

A large body of independent mutual fund distributors needed a practice to run on without each of them commissioning software.

800+
distributors live
3
exchange routes
1
shared platform
02

A branch network digitised as it stood

A large non-banking financial company ran mutual fund distribution across thousands of branches on paper and disconnected systems.

4,000+
branches
0
bespoke modules
B2B
channel
03

One journey across branch, mobile and internet banking

A small finance bank wanted investments inside its banking experience rather than beside it, with the same journey wherever a customer started.

3
channels joined
1
customer journey
04

Reporting that tells a distributor where the business is

Distributors on the platform could transact but could not see their own book clearly enough to act on it.

XIRR
on every portfolio
SIP
health tracking

Finexa GenNxt

05

One wealth platform serving partners and investors at once

A wealth firm ran a partner-led business and a direct business on separate systems, with client holdings spread across asset classes and custodians.

2
businesses, one platform
Multi-asset
aggregation
06

Digital pension journeys, built once and served to many banks

A national pension record keeper needed to give banks a digital channel for pension processing, reaching both individual and corporate subscribers.

Multi-tenant
by design
B2B2C
and B2C
360°
SDLC ownership

Finaware

07

Investor awareness at national scale, with evidence

An asset manager ran investor awareness programmes across the country, online and in person, and had to prove every one of them to a regulator.

174,000+
participants in 2025
QR
verified attendance
08

Two thousand events, one reporting trail

A programme owner needed to run investor awareness events continuously and close each one with the evidence a regulator expects.

2,200+
events completed
126,000+
participants
09

A field force and external trainers on one platform

Programmes were delivered by a mix of in-house relationship managers and external trainers, with no shared view of who had run what.

9,300+
participants
150+
relationship managers
50+
external trainers
10

The platform and the people who run the programmes

An asset manager had the mandate and the budget for investor awareness but not the field operation to deliver it.

Tier 1–3
delivery
1
accountable partner

Learngenie

11

A ten-module course built for a new fund category

A new category of investment fund needed its distributors and investors taught what it was before they could be expected to use it.

10
modules
Video
flashcards, scripts
12

An investor education app, specified and shipped

An asset manager wanted first-time investors taught before they invested, in an application of its own rather than a page on a website.

End-to-end
BRD to deployment
VAPT
cleared
13

Financial literacy for drivers, not for desks

A vehicle financier wanted to teach saving, insurance and responsible borrowing to commercial vehicle drivers, an audience that does not sit at a desk.

80,000+
unique views
3,000+
accounts created
Award
financial inclusion
14

Product training that keeps up with the product

A sales team and its distribution partners were briefed on new products by email and meetings, with no way to tell who had understood what.

1
platform, two audiences
Tracked
learning progress
15

A mobile learning platform for a certification body

A securities-market institute offered free e-learning but had no mobile route to it.

10,000+
students a year
Mobile
first

AWS

16

AWS serverless architecture

The site needed to accept enquiries without a server standing permanently behind it, and without a third party in the path.

0
servers
Pay
per request

Read the full architecture

Other builds

17

Practice management for clinics, built mobile-first

Healthcare practitioners were running appointments, payments and follow-up on paper and phone calls.

Mobile
first
Queue
to follow-up
18

Health camp screening, off paper

Screening camps collected participant questionnaires on paper and keyed them in afterwards, across many locations.

Browser
based
Multi-site
reporting

Your turn

Most of this starts as a conversation about a process that has stopped scaling, or a programme that has to be proved to somebody. If either sounds familiar, tell us where it hurts.

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