CDM Platform
Building a centralized, secure, and easily manageable customer-data management system that supports the operations of a multi-service investment management platform and enhances business automation.
Our client is a global investment and financial services company operating under a Non-Disclosure Agreement (NDA). The organization manages complex investment operations and required a secure, scalable platform to synchronize business-critical data across multiple internal systems and third-party services.
Challenge
• Independent customer databases across multiple services led to severe data fragmentation and operational inefficiencies.
• Critical need for a unified, secure customer repository accessible by investors, advisors, and internal teams, requiring robust system integration.
Solution
Modular CDM Architecture
We developed a standalone CDM service composed of three modules:
- API Module: Exposes endpoints to retrieve and manage customer records across all services, facilitating smooth API integrations.
- Sync Queue: Uses Azure Functions to synchronize data updates in real time.
- Admin UI: Provides an intuitive dashboard for monitoring queue status, resolving conflicts, and handling errors, focusing on optimal user experience for administrators.
Authentication Service
Leveraging technical expertise, we built a dedicated authentication microservice and integrated an OpenID Connect provider, enabling seamless, secure SSO across the company digital ecosystem, all while aligning with required business goals.
User Experience & Support
Delivered a clean, intuitive UX for administrators, integrated the CDM service into existing portals, and provided ongoing support to address emerging issues, ensuring project continuity and high user satisfaction.
Our success stories
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Or feel free to contact our team directly at sales@volyatechinc.com