Scaling financial leasing for 330,000 users

Our financial client was aiming to increase sales and expand their customer portfolio by enabling an easy transition between the bank’s and leasing applications and by signing up business customers based on bank data.

Technologies

Keycloak, OpenShift, OAuth, OpenID Connect, SSO, Authorization Server, Self-Service

Year

2024

Client

A leading financial sector client, specializing in leasing services, needed to grow sales and expand their customer base by targeting bank clients. To achieve this, they aimed to combine their current leasing products with a new corporate client electronic banking platform, guaranteeing a smooth experience and effortless changes for customers.

Our client aimed to provide more individualized leasing solutions and accelerate the onboarding process by utilizing the bank’s current business client data. In the competitive financial services sector, this strategic move was essential for boosting customer satisfaction, expanding their market share, and accelerating growth.

Challenge

Integrating leasing app into the bank’s platform with comprehensive lease information.

Deploying Single Sign-On to create a consistent and seamless user experience across banking and leasing applications.

Clients data migration, use current bank data to onboard business clients effectively.

Developing a strong authorization server that supports OAuth and OpenID Connect and safely moving user data from outdated CIAM systems.

330 000

end users

6 months

project timeline

Project journey

We developed a federated Single Sign-On (SSO) system that enables easy logins and simple transitions between the bank’s and our client applications, significantly improving the user experience. Additionally, we implemented an Identity Lifecycle Management process that streamlined onboarding and offboarding while providing customers with self-service options, such as password and email updates.

Our team safely migrated user data from previous CIAM systems to the new authorization server and integrated it with client’s existing communication channels. We thoroughly planned and carried out authentication and authorization processes within the federated framework to provide strong security and compliance.

The solution, which is built on the scalable and highly available OpenShift platform, was created to easily manage a growing customer base. Over six months, a dedicated four-person team from both the bank and the lease side completed the project effectively, resulting in a solid, scalable system that fulfilled the client’s business objectives.