Investment Platform

Customer Success Story


BoatyardX partnered with a large US-based commercial bank to design and build an innovative, user-centric investment platform focused on driving engagement and facilitating investment relationships.


Fintech / Banking



Key Challenges


  • Iterating on the version one prototype, design and deliver a user-centric MVP solution within a rapid timeframe which would have the capability to scale to meet the client’s vision.
  • Support the client in navigating their journey to the cloud.


  • An investment platform enabling personalised recommendations based on investment preferences which provides users with relevant investment opportunities in an engaging environment.

Business Benefits


  • Increase user engagement by providing a valuable source of high-quality investment opportunities.
  • Reduce manual effort in creating and managing fund profiles which enables the internal team to focus on higher-value activities and scale the platform.

Discovery Project Overview

The project was conducted over two phases in a 12 month period.
Discovery (3 months)
  • Designed and validated the technical feasibility of the proposed product including defining the key features, architecture and a plan to deliver the MVP.
Build Phase (9 months)
  • Iteratively refined the discovery phase designs and architecture into build-ready detailed designs and user stories.
  • Delivered the MVP using agile methodologies with an integrated team based in Colombia
  • and Dublin.
  • Provided DevOps capability to augment the client’s cloud infrastructure team.
  • Provided support for critical product and technology decisions.

The Solution

An investment platform which connects investors with investment opportunities in an innovative and user-centric way from initially managing the introduction at MVP stage with a vision of delivering full deal management capability.

The Outcome

  • Delivered the MVP product with an integrated team comprised of product and development skillsets.
  • Worked collaboratively with the client to dynamically refine the roadmap and ensure feature prioritisation was aligned with business outcomes.
  • Supported the client in developing an MVP mindset and approach to product development while aligning to internal governance standards.
  • Provided architecture input, guidance on key technology decisions and selection of technology components.
  • Provided a solid foundation from which to iteratively enhance and scale the product aligned to their ambitious vision.

BoatyardX Services

  • Discovery Services
  • Product architecting and planning
  • Full-stack development
  • UI/UX design
  • DevOps


  • Frontend: React
  • Backend: Node.js
  • DevOps: AWS
  • UI/UX design: Figma