Amundi
The French group Amundi is one of the largest investment managers in Europe. It offers the possibility of investing through equity investments, the purchase of dividend funds or regular investments.
Modernizing client applications
The subsidiary Amundi CZ was looking for a partner to help it build a new modern self-service client area where Amundi clients will be able to monitor their portfolio and contracts and, for example, the performance of their investments. The app is a key tool for Amundi clients to effectively manage their investment portfolio. It provides them with a detailed overview of their investments, their performance, transactions made and contracts concluded.
We therefore became their partner on their digital transformation journey to modernize the application and its seamless integration with the entire system.
New client zone
We have delivered a new client area for servicing the investment portfolio with a clear UI.
Architectural coordination
Design and implementation of the front-end including its architectural design.
Reusable Components and System Development Design
Technology stack design for possible further expansion to other countries
New client zone
We delivered a new client area with a clear UI to Amundi customers, where they can efficiently manage their investment portfolio. It provides them with a detailed overview of investments, their performance, transactions made and contracts entered into. With the new fund supermarket functionality, we also enabled Amundi to increase investment sales to its existing clients directly in the client zone.
Architectural coordination
During the project we were responsible for the design and implementation of the frontend including its architectural design. However, the key was to coordinate the architectural design and optimization of the individual APIs with several stakeholders - the third-party vendor, Amundi, its French headquarters providing operations, to ensure the required application performance and flawless integration with the entire system.
Reusable Components and System Development Design
We actively participated in defining User Stories to clearly anchor the project specification and we tested our hypotheses in UX research. The components that were created during the project were developed in collaboration with the French HQ, were entered into the Design System and can thus be used on other projects. The frontend implementation of the client zone uses the modern Vue.js 3 framework and thanks to this proposed technology stack, the client zone has the potential to expand to other countries.
Technology
Design
UX research,
User Stories,
UI Figma prototype
Development
TS 5
Pinia 2
Keycloak JS
Axios
ElementPlus
Highcharts, Eslint
Prettier + Stylelint
Jest (main repo) + Storybook (APL)
Vite (main repo)
"Lundegaard responded flexibly to our requirements."
"Lundegaard helped us to understand the internal capacity required on Amundi's side to manage a project of similar scope. They also accommodated us in changing the technology and infrastructure used. Many of our colleagues at Lundegaard have been very helpful in many ways and have responded flexibly to our requirements."
Vendulka Klučková, COO Amundi Czech Republic
Let's do something great!
We'd love to meet you in person, but if you just can't make it, let's have an online call to discuss how we can help.