From on-prem servers to AI in production.
We moved Acquaint Financial off on-premises infrastructure onto AWS, hardened, certified and tuned it, then brought AI into how the team builds software and into WealthGoal, the product its customers use.
AT A GLANCE
- Client
- Acquaint Financial
- Sector
- Financial services
- Product
- WealthGoal
- Platform
- AWS
- Scope
- Cloud · Cybersecurity · AI · Data
- Status
- Completed
Legacy infrastructure in a regulated industry.
On-prem infrastructure was slowing the business down, and a regulated industry demanded security that could be proven, not promised. Customers expected more from WealthGoal, and faster. AI was the obvious lever, but only once the platform underneath it could be trusted.
Four workstreams, one platform.
- 01✓ COMPLETED
Migration to AWS
Moved the on-premises estate to AWS, replacing hardware cycles with infrastructure the team can provision on demand.
- 02✓ COMPLETED
ISO 27001 certification
Designed the controls, policies and evidence trail on the new platform and took the organisation through certification.
- 03✓ COMPLETED
Penetration testing
Tested the estate against real attack paths and worked findings through to remediation.
- 04✓ COMPLETED
Cost optimisation and reliability
Right-sized the environment and engineered for resilience, so the platform costs less and stays up.
AI in the engine room and in the product.
With secure foundations in place, AI could go where it pays off: inside engineering, where value is built, and inside WealthGoal, where customers feel it. All of it without compromising a regulated platform.
- 01✓ COMPLETED
AI in engineering
Embedded AI into how engineers plan, build, review and test, so changes move from idea to production with less friction and value reaches customers faster.
- 02✓ COMPLETED
AI in WealthGoal
Built AI into the WealthGoal customer experience, helping customers get to the answers and actions they need with less effort.
- 03✓ COMPLETED
AI-assisted UX
Used AI to speed up research, prototyping and iteration on WealthGoal's interface, so improvements reach customers in shorter cycles.
A certified, cost-optimised AWS platform the business can build on, and AI working in both the engine room and the product. Certified foundations first, AI on top. That order is why it moved quickly.