Digitising client-facing processes for a FTSE 100 investment platform.

Hargreaves Lansdown is a FTSE 100 investment platform serving over 1.8 million retail investors and more than £150 billion in assets under administration. Several client-facing processes were still manual, and the data they produced needed to land in the Salesforce CRM rather than in someone's inbox.

Retail investment is regulated, and the clients on the other end of these processes are members of the public making decisions about their own money. A digitised journey has to be at least as reliable as the manual one it replaces, and auditable afterwards.

Dave led the project to digitise multiple client-facing processes and integrate them into Salesforce. Node.js and React on the delivery side, Docker carrying the environments, and the integration work that makes a CRM the system of record rather than a second copy.

Client-facing journeys digitised end to end and flowing into Salesforce, at a FTSE 100 platform serving 1.8 million investors and £150bn+ under administration.