Case Study: Skarbiec TFI achieves a modern self-service investment platform with e-point SA

Skarbiec TFI launches self-service investment platform in 50 sprints with e-point SA

Skarbiec TFI, a leading Polish investment fund company, faced challenges due to its reliance on a third-party transfer agent's outdated, product-centric technology. This old system hindered its ability to offer a modern, self-service digital experience directly to its growing base of investors. To achieve technological independence and meet evolving customer expectations, Skarbiec TFI partnered with vendor e-point SA to develop a new, flexible investment platform.

e-point SA designed and built the Skarbiec24 platform using a modern microservices architecture and Agile methodology. The solution provides investors with a seamless, intuitive self-service experience for onboarding, portfolio management, and purchasing new products. This digital transformation, achieved in 50 development sprints, established a foundation for Skarbiec TFI's future growth, enabling it to strengthen its direct customer relationships and solidify its market leadership.

Skarbiec TFI