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CDM Platform for Octopus

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.

Industry: FinTech
Duration: 3,840 hours
Team: 8 members
Services

• Back-End Development
 • Quality Assurance

Technologies

• .NET & ASP.NET
 • NUnit for unit testing
 • Azure Functions
 • SQL Azure
 • RESTful APIs

Team Composition
  • Team Lead;
  • Tech Lead;
  • Solution Architect;
  • Project Manager;
  • 2 Back-end Developers;
  • Manual QA Specialist;
  • Automation QA Specialist

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About the Client

Octopus Investments is a London-based investment company founded in 2000, managing over £8.9 billion for more than 55,000 investors, specializing in renewable energy, healthcare, property, and SMEs.

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 Octopus 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.

Business
Value

Centralized Data Insights

Enabled Octopus to consolidate customer information effectively, tracking engagement across 2,000+ products and 20+ websites, and paving the way for market-trend analytics.

Scalable, Configurable Product

Created a generic, extensible platform that can seamlessly onboard new data sources and algorithms future-proofing Octopus’s data strategy by providing a highly scalable infrastructure and a configurable platform

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View Portfolio

Pyck

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PME

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Creating an enterprise-class cloud tailored solution that isolates storage of sensitive data for US legal departments and lawyers.

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Creating a global platform that empowers artists to showcase music and enables investors to discover, finance, and trade shares in the world’s best undiscovered talent.

KYC & Property Check Services

Digital platform for investing

Building two crucial microservices for an authorized payment institution, automating KYC checks for investors and borrowers, alongside real-estate background verifications.

MIFID for Octopus

Investment services

Developing an application that helps company managers and investors efficiently monitor all necessary documents under stringent MiFID II regulations, to streamline document management and ensure seamless regulatory compliance.

YuRide

Ride-sharing service

Assisting in the development of a university ride-share app that connects York University students, enabling them to share rides, reduce costs, and enhance campus travel sustainability.

Spot9

Mobile Banking App

Unifying traditional bank accounts with crypto holdings in a single, mobile-first application, streamlining financial management and enhancing user experience.

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    Lemeshko Anastasia Customer Success Manager
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