Streamlining Data Migration for Financial Services
Overview
Franklin Templeton Financial Services is a firm dedicated to delivering exceptional asset management for institutional, retail, and high-net-worth clients since 1947. They have more than 600 investment professionals in 25 countries worldwide. Franklin Templeton strives to look beyond the most significant or viable securities in each market to spot smart global investments.
Technical Stack
Industry
BFSI
Region
USA
Project Size
Non-Disclosable
Highlights
Bloomreach CMS
MyFunds (English)
Corporate Investor Option
Bulk Document Download
Challenges & Solutions
Adding the "Corporate Investor" user type within the system
- Solution: Enhanced the current user management system to accommodate the new user type. Developed Role-Based Access Control (RBAC) mechanisms to grant required permissions to corporate investors based on specific requirements.
Switching CMS from Team site to Bloomreach
- Solution: Worked closely with the CMS tools’ APIs to establish a proper connection and data retrieval mechanisms. Ensured that the new configuration aligns with the English portal requirements. Also, thoroughly tested to verify data consistency and accuracy.
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Years of Business
Experience
Happy
Customers
Countries with
Happy Customers
Agile enabled
employees
Core Features
- Enable bulk document download for Head Broker, Broker, and Sales Consultant.
- Create Corporate Investor Portal with Investor-like features.
- Implement Bloomreach content management system.
- Add parameters to client and portfolio valuation reports.
No. of Resources
8
Time Frame
September 2019 - January 2021
Screenshots
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