Collateralized Loan Obligation (CLO) compliance & trading
The client was utilizing a 14 year old software stack and was looking to both modernize and avoid customer churn. Their executive team were facing a fork in their product roadmap to revamp the entire platform or simply uplift smaller pieces. Satisfying multiple stakeholder needs and customer demands, we designed and built a product which streamlined usability while making it easier to drive additional transactions and revenue.
Lorem ipsum sit dolor amet
Overview
As part of a multi-year product vision, our team was able to create a complete product and go to market roadmap in order to drive new revenue and acquire new customers while retaining existing customers. Expero was then tasked with taking the new product vision to full production and rollout on the customer platform.
Customer Opportunity
The challenges were mulit faceted and included:
- Modernization
- New Product Innovation
- Technology Platform Performance and Tuning Assessment
- UI and User Experience
- Custom Software Development
Delivered Results
Innovation and UI/CX - Through collaboration with key stakeholders, we developed and refined user interfaces, enhancing intuitiveness and productivity. This resulted in a revamped solution that attracted new customers and optimized workflows for existing users.
Modernization - An overhaul of the client’s existing technology stack led to significant performance gains, exceeding 100x. The updated solution became the cornerstone of the client’s operations, offering advanced features for diverse workloads.
Custom Software Development - Our team worked in parallel with the client to ensure that service was not interrupted for current customers while developing the modernized platform. The new solution, featuring responsive UI, efficient middle layers, and a robust backend, was launched on time and within budget.
Innovation and UI/CX - Through collaboration with key stakeholders, we developed and refined user interfaces, enhancing intuitiveness and productivity. This resulted in a revamped solution that attracted new customers and optimized workflows for existing users.
Modernization - An overhaul of the client’s existing technology stack led to significant performance gains, exceeding 100x. The updated solution became the cornerstone of the client’s operations, offering advanced features for diverse workloads.
Custom Software Development - Our team worked in parallel with the client to ensure that service was not interrupted for current customers while developing the modernized platform. The new solution, featuring responsive UI, efficient middle layers, and a robust backend, was launched on time and within budget.
Our Solution
As part of a multi-year product vision, our team was able to create a complete product and go to market roadmap in order to drive new revenue and acquire new customers while retaining existing customers. Expero was then tasked with taking the new product vision to full production and rollout on the customer platform.
Overview
As part of a multi-year product vision, our team was able to create a complete product and go to market roadmap in order to drive new revenue and acquire new customers while retaining existing customers. Expero was then tasked with taking the new product vision to full production and rollout on the customer platform.
The Challenge
The challenges were mulit faceted and included:
- Modernization
- New Product Innovation
- Technology Platform Performance and Tuning Assessment
- UI and User Experience
- Custom Software Development
Our Solution
As part of a multi-year product vision, our team was able to create a complete product and go to market roadmap in order to drive new revenue and acquire new customers while retaining existing customers. Expero was then tasked with taking the new product vision to full production and rollout on the customer platform.
Our Approach
Portfolio Dashboard
Order Blotter Overview
Portfolio Comparison
Let’s build your next-generation investor portal
Whether you’re replacing a legacy portal, consolidating fund data access, or building workflow automation into your investor experience — Expero can help you deliver a connected, scalable portal that serves every stakeholder.