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Executive Summary
mindit.io partnered with a fintech company to deliver a modular, scalable suite of investment platforms enabling users to complete all pre-requirements for opening investment accounts. The white-labeled architecture supports both direct customer onboarding and advisor-assisted flows across multiple banking institutions. The solution combines a customizable CMS, mobile capabilities, and cloud-based microservices to enable fast deployment and partner-specific customization.
Key Results
- Successfully rolled out customized solutions to six financial partners
- Supported both advisor-led and self-service onboarding models
- Enabled real-time content updates through CMS integration
- Improved flexibility, time-to-market, and partner satisfaction
- Strengthened long-term partnership with continued roadmap development
About the Client
The client is a fintech company that developed an algorithm-driven investment platform allowing users to invest based on preferred themes such as renewable energy, emerging tech, or geographic focus. The platform provides educational content, risk assessments, and thematic breakdowns to guide investment decisions. It is designed to be scalable, with multiple partners onboarded in parallel, and powered by a microservice, cloud-hosted architecture.
The Challenge
The platform needed to evolve continuously to meet growing partner demands. Key challenges included expanding capabilities to support new onboarding flows, integrating mobile and back-office tools, and enabling white-labeled deployment across a diverse set of partner institutions. Ensuring easy content updates without code changes was also a priority.
Project Goals
- Deliver a flexible white-labeled solution for multiple B2B financial partners
- Expand platform features to include advisor tools, mobile apps, and onboarding alternatives
- Integrate a CMS to support dynamic content management by non-technical users
- Scale infrastructure to support parallel development and deployment
mindit.io’s Solution
mindit.io built base versions of each platform component and layered partner-specific React components that could overwrite or extend base functionalities. The white-label architecture enabled rapid customization across all platform elements. Six financial institutions were onboarded: three under the Private Banking branch (IBB, BFS, Valexx) where advisors guide the onboarding, and three under the Robo Advisor branch (IBB Jiminy, MAIESTAS, Triodos) offering full self-service onboarding. A CMS powered flexible content updates without code involvement. The platform architecture ensured high availability, agile delivery, and minimized downtime.
Team: 1 PM, 2 Front-End Developers, 1 Fullstack Developer, 1 Backend Developer, 1 QA, 1 UX/UI Designer
Technologies: Java 8, Spring, Jersey (backend); JavaScript, React, Redux, Redux Thunk (frontend); React Native (mobile)
Results
The partnership has lasted over three years with a roadmap in place for further evolution. The solution expanded customer reach, streamlined processes, and strengthened the product’s reputation. Continuous enhancements based on strong product knowledge allowed rapid response to end-user needs.
Client Testimonial
“mindit.io enabled us to expand quickly across multiple financial institutions while keeping each deployment tailored and robust. Their development support has been instrumental in growing our platform’s reach and adaptability.”
– Product Manager, Fintech Client
Visuals and Supporting Media
- Modular white-label architecture diagram
- CMS-driven content update workflow
- Screenshots from partner-branded onboarding flows
- Timeline showing phased partner rollouts
Strategic Takeaways
- Modular, white-labeled architectures enable scalable B2B growth
- CMS tools empower non-technical stakeholders to drive content updates
- Parallel development supports faster partner onboarding
- Long-term collaboration fosters product maturity and delivery agility
- A diverse platform suite supports a wider customer base and use cases
What’s Next?
mindit.io continues to support fintech innovation with dedicated development teams and scalable platform solutions. Let’s accelerate your roadmap together. 👉 Talk to our experts
