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About the customer

Industry

Finance

Type of service

Application development & integration

Challenge

Modernize outdated internal applications used for corporate investments

Demand

A leading financial institution relied on an internal banking application to manage corporate investments - a critical system for internal users across the bank. Over time, the underlying technology became outdated, leading to slow performance, limited usability and mounting maintenance hurdles.

To make matters more challenging, the application lacked formal documentation. Development teams had to rely on tribal knowledge held by a business analyst, making onboarding new developers difficult and increasing project risk.

Internal teams found themselves navigating a system that was not only aging, but also slow and cumbersome - requiring multiple clicks to access key information, and lacking intuitive search capabilities.
The institution needed a modernized platform that would deliver speed, clarity and usability, supporting day-to-day operations without friction.

Design

we+ partnered with the client to design a comprehensive modernization strategy focused on user experience, performance and maintainability.

Rather than building a patchwork solution, the team focused on four core design principles:

  • Clean and modern codebase: Refactor legacy logic into a maintainable and scalable architecture

  • Responsive and intuitive UI: Deliver interfaces that help users complete tasks efficiently

  • Efficient search and navigation: Provide a universal search that significantly reduces clicks

  • Collaborative discovery: Understand business needs deeply by working closely with internal analysts

The emphasis was not only on technical upgrade, but on building a platform that internal teams would enjoy using and maintaining long term.

Deliver

The modernization project unfolded iteratively and collaboratively, with we+ taking responsibility for front-end development and code refactoring.

Code refactoring and modernization
we+ engineers carefully analyzed the legacy application and began cleaning the code, applying modern programming standards. This increased maintainability and reduced technical debt.

New features for better usability
A standout improvement was the introduction of a universal search bar — empowering users to find client accounts and navigate the system with minimal effort. This reduced the number of steps needed to access critical information and improved overall workflow.

Close collaboration with business analysts
Because no prior documentation existed, the team spent significant effort understanding business logic through direct collaboration with the internal analyst, ensuring accurate translation of requirements into technical outcomes.

Modern tech stack adoption
we+ engineers leveraged modern frontend technologies (such as Angular, state management patterns and a UI component library) to support responsiveness and performance while future-proofing the interface.

Drive

The modernized application delivered measurable improvements for both end users and internal stakeholders:

  • Substantially improved performance: Users now access information in seconds rather than multiple slow steps

  • Enhanced user experience: The universal search and cleaner UI reduced friction and improved satisfaction

  • Greater maintainability: Developers can now work with a modern, documented codebase

  • Positive feedback from users: Internal teams expressed strong satisfaction with both speed and usability

By aligning technical excellence with user needs and ongoing collaboration, we+ helped the institution transition from a legacy burden to a platform that supports efficient operations and future evolution.

A client case by Victor Vieira

 

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