01
Praised the team’s responsiveness, willingness to go beyond the agreed scope, and the quality of the completed application.
Joshua HarrisEtelligens client
FINANCIAL SERVICES, DATA & PLATFORM MODERNIZATION
Navigating the Digital-First Frontier in Financial Services
Modernizing investment-product distribution with APIs, automated data flows, and a connected advisor experience.
70%Development cost savings
5 monthsConcept to launch
100%Monthly active user growth
The challenge
Turn fragmented financial data and workflows into a platform advisors can use.
Investment-product information, disclosures, content, and operational workflows were distributed across systems and teams. The business needed a more efficient way to manage complex product data, publish it consistently, reduce back-office effort, and give advisors intuitive access to the information required for investment conversations—all within the governance expectations of financial services.
Etelligens approach
Etelligens designed an API-led data and automation platform that brought financial product information into a controlled distribution layer. The program combined data engineering, cloud and platform architecture, CMS and digital-asset integration, CRM and identity integration, advisor-facing experience design, and measurement. A modern content experience then exposed fund information and thought leadership through clearer comparison, discovery, and personalization journeys.
What we delivered
Connected capabilities, one accountable delivery team.
Strategy, experience, engineering, data, and operations were planned around the same business outcome rather than delivered as disconnected workstreams.
- Investment-product data aggregation and automation
- API-led distribution architecture
- Advisor-facing web experience and information design
- CMS, DAM, CRM, and single-sign-on integration
- Analytics and personalized content journeys
- Cloud platform engineering and operational automation
Measured outcome
Discuss a similar challenge ↗
Digital delivery tied to business results.
The modernization accelerated time to value while improving operating efficiency and engagement. Reported outcomes include 70% development cost savings compared with the referenced industry average, a five-month concept-to-launch cycle, and 100% growth in monthly active users. The platform also created a reusable foundation for distributing governed financial data across channels.
- 70% development cost savings versus the referenced benchmark
- Five months from concept to launch
- 100% increase in monthly active users
What clients say about us
Trusted for responsiveness, delivery quality, and ownership.
Feedback from clients who have worked with Etelligens across application development, web platforms, branding, and complex software delivery.
02
Highlighted the quality of the website, strong troubleshooting, fast understanding of requirements, and a positive overall delivery experience.
Dean EdelsonEtelligens client
03
Commended the booking-application team for identifying overlooked issues, exceeding expectations, and delivering a polished finished product.
Dr. Matthew MaggioEtelligens client
04
Said the team captured the brand’s identity effectively, communicated promptly across Western time zones, and earned continued work on product and service branding.
Joel LogicEtelligens client
05
Described the team as highly capable and accessible, crediting them with rescuing a difficult software project and consistently going the extra mile to deliver on time.
SargeEtelligens client
06
Highlighted faster-than-expected delivery, close adherence to requirements, and strong communication throughout the web-development project.
Christopher SandsEtelligens client
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