Self-service web portal built with API integration replaces legacy SharePoint system, delivers improved UX, cost-efficiency, and real-time reporting for teams managing deals and issuer data.
Client
Large NY-based insurance and investment company
Goal
Develop a modern, scalable system to manage deal and issuer data efficiently while eliminating legacy costs and inefficiencies
Tools and Technologies
.Net Core 6(API) , Background Service, Angular 14, SQL Server
Business Challenge
The client’s SharePoint-based system for managing deal and issuer details faced major limitations. As data volume and user count increased, the platform became slow, difficult to customize, and expensive to maintain. Integration with other critical tools was limited, reducing efficiency and scalability. These constraints created risks to effective deal management and hindered the ability to scale operations.
Solution
- Built a modern web-based system using Angular (front-end), .NET Core (back-end), and SQL Server (data storage)
- Developed a self-service portal for internal teams to easily manage deal and issuer data
- Automated data ingestion, cleaning, and storage with a background service for accuracy and consistency
- Integrated Splunk and Application Insights to enable real-time monitoring of system health and performance
Outcomes
- Substantial cost savings by eliminating SharePoint licensing and maintenance expenses
- Improved performance and scalability with faster system response and ability to support more users
- Enhanced user experience through a modern, intuitive, and efficient interface
- Increased automation, reducing manual tasks and errors while saving time
- Real-time reporting and accurate deal projections for better decision-making
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New document workflow portal boosts productivity
Modernized document workflow system with advanced search capabilities, intuitive UI, and seamless integration improves efficiency and reliability.
Client
A leading mutual life insurance provider
Goal
Build a robust, user-friendly portal to streamline document review workflows with seamless integration and advanced search
Tools and Technologies
React JS
Business Challenge
The insurer needed a robust solution to streamline workflow management for documents requiring editing or review before being published, stored, or delivered to customers. This required building a new, user-centric portal that integrates effortlessly with existing applications and systems and provides internal users with an intuitive and efficient process for managing document workflows.
Solution
- Upgraded front-end features to improve usability and performance
- Designed an advanced filtering interface for more precise document search
- Developed reassignment functionality with intelligent, suggestive search capabilities
- Enhanced case manager search to enable faster and more accurate results
- Optimized API integration for smooth communication between frontend and backend systems
Outcomes
- Streamlined workflows resulting in faster and more reliable document management
- Greater filter accuracy enabling precise document and case manager search
- Modern, intuitive interface boosting user satisfaction and productivity
- Seamless performance of search and reassignment features without slowing the system
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Modern system for insurance data management
Development of a robust framework and a secure, automated solution to ensure smooth migration of data from legacy systems to AWS while maintaining flexibility in distribution across file formats and channels.
Client
A large NY-based life insurance and investment company
Goal
Create a secure, automated solution for data ingestion and a robust framework for distribution across channels
Tools and Technologies
Python, PySpark, AWS Glue/Redshift/Lambda/S3/Aurora, Stonebranch, Jira, Github
Business Challenge
The client used a legacy product data infrastructure (PACE) and other systems that provided neither fully-secure access nor enabled efficient quality checks. This affected system integration and data ingestion and distribution.
Workflows and checks were not adequately automated, and they did not offer a reusable framework to generate and deliver outbound data files aligned with business requirements.
Solution
- Created reusable and scalable ETL/ELT pipelines using Python and AWS services
- Integrated Stonebranch for orchestration and automated job scheduling, with monitoring mechanisms and alerts
- Tuned Redshift queries and optimized data ingestion processes to reduce latency and improve throughput
- Defined data specifications and output formats as per business needs
- Built a configurable pipeline to create dynamic CSV/Excel files from Redshift views
- Automated file delivery via email/SFTP monitored and orchestrated by Stonebranch
Outcomes
- Improved data distribution and a reusable framework for ingestion and distribution of data across existing and new products
- Streamlined operations and improved data accessibility
- Enhanced performance and scalability
- Ensured better data quality and governance with automation and structured reusability
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Modernizing Java & Spring Boot with iRenew
Learn how enterprises can modernize legacy Java and Spring Boot apps using a semi-automated approach that improves performance, reduces tech debt, and accelerates time-to-market.
Modernizing enterprise applications is a complex challenge. It often requires manual or semi-automated refactoring to assess the impact of upgrades, automation, and cloud migration. Key considerations include cross-platform compatibility, performance, security, scalability, and talent availability.
Many enterprise systems—especially those built on older versions of Java and frameworks like Spring Boot—are reaching end-of-life. Java 8 and Spring Boot 1.x/2.x, for example, no longer meet today’s security and performance demands, prompting organizations to consider modernization.
Iris iRenew offers a structured, semi-automated methodology to upgrade legacy Java applications. By combining open-source tools, refined processes, and deep migration expertise, iRenew drives 11-20% efficiency gains by automating key phases like discovery, refactoring, and testing.
Read our Perspective Paper for a detailed playbook on the modernization journey, including key phases, measurable benefits, and a real-world case study.
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Get in touchMove to Singularity platform benefits insurer
Modernizing multiple legacy accounting systems into a unified AI-powered cloud platform achieves new levels of scalability and intelligent reporting.
Client
Large NY-based life insurance & investment company
Goal
Modernize multiple legacy accounting systems to achieve operational efficiency, scalability and improved data analytics
Tools and Technologies
Python, Oracle, SQL Server, AWS Server, Jira, Stonebranch
Business Challenge
The insurer sought a comprehensive cloud-based solution using modern infrastructure and automation to address key challenges. The Singularity platform was selected to integrate investment data from multiple accounting systems, including SS&C CAMRA, Blackrock, IDCFX, Mackay, and Marked Price, into a unified solution. The project aimed to modernize the insurer’s legacy Debt & Derivatives system, which was limited in functionality, lacked scalability, and hindered business growth due to its outdated, on-premises infrastructure.
Solution
- Seamless integration of data into and out of the Singularity platform enabled streamlined operations
- Stonebranch Universal Automation Controller on AWS was leveraged to automate and schedule data extracts, ensuring timely and reliable data availability
- Robust data integrity checks were embedded throughout the pipeline to maintain high-quality outputs
- Tableau was integrated to deliver interactive dashboards, enabling data-driven decision-making across business functions
Outcomes
- The solution delivered greater scalability, system reliability, and data accuracy
- The streamlined data ecosystem significantly enhanced overall user experience
- Unified data and interactive Tableau dashboards established a single source of truth, supporting more informed business decision-making
- The modernized platform enabled the generation of complex business-critical reports that were not possible with the legacy system
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Legacy System Modernization for Cloud
Upgrading technology infrastructure to modular, cloud-native design increases functional efficiency and security for major insurer’s commercial real estate business.
Client
Large NY-based life insurance and investment company
Goal
Modernize technology systems in commercial real estate functions to reduce bottlenecks, response times and vulnerabilities
Tools and Technologies
.NET 8, Angular 17+, Docker, Kubernetes, GitHub, AWS
Business Challenge
The insurer’s commercial real estate mortgage unit required upgrades to the technology systems supporting its loan processing and cash management capabilities. Reliance on .NET Framework 4.8 and Angular 9 posed significant limitations, including restricted agility, difficulty adopting microservices, and challenges attracting top engineering talent. The existing monolithic, non-cloud-native architecture led to performance bottlenecks and slow response times. Outdated protocols created security vulnerabilities, while limited DevOps integration and complex debugging made cloud migration costly and inefficient.
Solution
- Migrated the technology stack to .NET 8 and Angular 17+ for better cross-platform compatibility and long-term performance
- Adopted Docker and Kubernetes to enable scalable, cloud-native deployments on AWS
- Implemented CI/CD automation using GitHub Actions for faster and more secure release cycles
- Refactored legacy application into a modular monolith and microservices for agility and maintainability
Outcomes
- Improved application performance and responsiveness delivered faster, smoother user experiences
- Boosted developer productivity and team collaboration and streamlined testing and onboarding
- Strengthened security and compliance with up-to-date platforms and better integration with security tools
- Enabled scalable, reliable, simplified deployments using containerization and orchestration
- Reduced long-term maintenance effort and costs through clean, modular code and better monitoring
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Event partner at Open Banking Expo Canada 2025
Event partner at Open Banking Expo Canada 2025
Canada’s open banking future is taking shape, and the Iris team is right there, contributing to the momentum.
We are proud to be an event partner at Open Banking Expo Canada 2025, contributing to key conversations on how API ecosystems are reshaping the future of financial services. Connect with our team at the expo on June 17, 2025, at the Metro Toronto Convention Centre in Ontario, Canada.
Iris Software is focused on bringing value and transformative technology to leading global banks and financial services (BFS) providers, including those in the personal banking and payments sectors.
Subramanian Viswanathan, Associate Vice President, Financial Services Practice at Iris Software, will moderate a Powerhouse Debate titled ‘Open Banking & API Banking: Unlocking the future of financial services’ with leaders from BMO, TD, RBC, and Scotiabank. “The future of financial services lies in building connected ecosystems where data moves securely, and value moves instantly.” - Subramanian Viswanathan.
For decades, Iris has accelerated the digital transformation journeys of major global and Canadian banks and financial services and payments enterprises. Connect with our experts to learn how our solutions in AI / ML, Application Modernization, Automation, Cloud, Data Science, DevOps, Enterprise Analytics, Integrations, and Quality Engineering improved clients’ data quality, reliability and scalability; platform and systems efficiency; user interfaces and experiences; insight extraction and decision-making; and regulatory compliance.
For more information on the benefits of our future-ready solutions, visit Iris Software Banking and Financial Services.
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Get in touchJoin us for Reuters Future of Insurance USA 2025
Join us for Reuters Future of Insurance USA 2025
Meet our Insurtech expert at FOIUSA 2025, where AI, data analytics, and digital transformation are a top focus for insurers and Iris Software.
Reuters Events hosts this year’s annual Future of Insurance USA Summit on June 12-13, 2025, in Chicago, Illinois. The theme is Rebuild Trust at the Top, with a focus on the value that AI-powered tools, customer-centric products, and strategic collaborations can bring to insurers in all sectors of the industry. The emphasis on these topics are driving 500+ insurance leaders, innovators, and top technology providers like Iris Software to participate in the Summit.
Abhineet Jha, Senior Client Partner, will represent our Insurtech Team at the event.
Four main topic areas will be addressed in the presentations and networking discussions in support of the theme of the 2025 FOI Summit:
- Technology Innovation and Transformation, focusing on AI and Data Analytics
- Risk Management, including cyber threats and regulatory compliance
- Customer Experience, developing seamless UX, personalization, and enhanced communications
- Industry Collaboration, building strategic partnerships
These areas are a top focus of the Insurtech services and solutions that Iris successfully provides to leading carriers in property, casualty, specialty, and life and annuity insurance.
Discuss the evolving insurance landscape, Insurtech innovation, and your technology priorities with Abhineet Jha, our seasoned insurance expert, at Reuters Future of Insurance USA 2025. Learn how insurers are partnering with Iris and applying our solutions in AI/ML, Application Modernization, Automation, Cloud, Data Science, Enterprise Analytics, and Integrations to advance their digital transformation goals.
You can also contact our team and read more about our InsurTech Services and Solutions and successes in future-proofing insurance enterprises here: Insurance Technology Services | Iris Software.
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Get in touchMeet our team at the Payments Canada Summit 2025
Meet our team at the Payments Canada Summit 2025
Banking, financial services and payments technology experts, Subramanian Viswanathan, Mehul Shah, and Suneela Katikala, are attending this year’s Summit in Toronto.
The 2025 Payments Canada Summit, themed Innovate-Collaborate-Transform, is May 6 - 8 at the Automotive Building in Toronto, Ontario. This forum is considered Canada’s premier payments event, bringing together more than 1,900 participants to discuss innovation, challenges and opportunities in this dynamic global industry. Financial institutions, payments and technology service providers, retailers, monetary and regulatory professionals will connect, learn, and share ideas through presentation and networking sessions. The key topics relate to improving outcomes in digital payments, consumer experiences, risk and fraud mitigation, cross-border and other payments policies.
Connect with three of our banking and financial services (BFS) technology experts at the Summit to discuss digital transformation and payment system modernization: Subramanian Viswanathan, Associate Vice President, Mehul Shah, Associate Director, and Suneela Katikala, Senior Client Partner.
The advanced technologies that Iris delivers – across AI / Generative AI, Application Development, Automation, Cloud, DevOps, Data Science, Enterprise Analytics, and Integrations - are driving innovations in the payments sector every day. Our experienced global team helps financial institutions and payments providers enhance operations, security, scalability, cost-efficiency, and compliance in the myriad platforms, processes and systems supporting their domestic and international payments transactions. Iris has served BFS clients for more than 30 years and was named a Leader in BFS IT Services by Everest Group in its PEAK Matrix® Assessment 2025. Iris is also PCIDSS 4.0-certified to ensure robust cyber security and compliance for our clients involved in payment card processing or that store, process, or transmit cardholder data and/or sensitive authentication data.
Contact our team at the Summit or anytime at Iris Software Banking and Financial Services to learn more about our future-ready technology solutions. You can also read our Perspective Papers for insights on Real-world Asset Tokenization, leveraging Generative AI for Asset Tokenization and the state of Central Bank Digital Currency.
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Get in touchJoin us at the InsurTech Hartford Symposium
Join us at the InsurTech Hartford Symposium
Learn how our innovative technology solutions help insurers future-proof their enterprises.
The InsurTech Hartford Symposium 2025 is April 29 and 30 at the Connecticut Convention Center. The focus of the forum’s numerous speakers, sessions, and attendees is on innovation, and how it’s driving digital transformation and growth in the insurance industry.
As most insurers’ strategic objectives include the improvement of product line innovation, personalized customer experience, operational efficiency and security, and compliance and risk management, partnering with experienced technology service providers like Iris Software is critical to their business success.
At the Symposium, insurance leaders and innovators can meet Venkat Laksh, Senior Client Partner and seasoned InsurTech pro, to learn how insurers are applying our advanced software engineering solutions, in Application Development, Automation, AI / Generative AI, Data Science, Enterprise Analytics, and Cloud, to modernize tech infrastructure, optimize business competencies and secure their digital futures.
Connect with Venkat at the InsurTech Hartford Symposium 2025 for beneficial conversation on the latest InsurTech innovations and trends. You can also contact Venkat and our InsureTech team and get more information about our InsurTech solutions and services here: Insurance Technology Services | Iris Software.
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