Saving 1,000+ Man-Hours Monthly for a UK Trustee Provider
Modernizing legacy trustee and escrow operations into a secure, cloud-native platform with end-to-end automation, precision, and regulatory compliance.
Saving 1,000+ Man-Hours Monthly for a UK Trustee Provider
Modernizing legacy trustee and escrow operations into a secure, cloud-native platform with end-to-end automation, precision, and regulatory compliance.
Mission-Critical Financial Processing Challenges
The client's legacy systems struggled with the scale, complexity, and sensitivity of trustee financial processing. Manual verification, rigid architectures, and limited scalability introduced operational strain and increased risk.
Zero Tolerance for Error
Trustee operations demand absolute accuracy, as even minor calculation errors can have significant financial and regulatory consequences. The transformation was shaped by four critical constraints: zero tolerance for error, highly variable client-specific business rules, the need to process files containing over one million rows, and strict security and compliance requirements.
Cloud-Native Automation
Edstem designed a cloud-native, event-driven backend where complex financial processing is fully automated. The system reduces operational complexity to a single user action: uploading a file, with all downstream validation, calculation, reconciliation, and reporting handled automatically.
Technology Stack
Fully Automated Cloud-Native Platform
Edstem built a resilient, secure, and fully automated platform leveraging serverless compute, asynchronous processing, and open banking integrations. The architecture ensures guaranteed calculation precision, regulatory compliance, and the ability to process extremely large datasets without manual intervention.
Serverless Scalability
AWS Lambda provides automatic scaling and pay-per-use efficiency, enabling the platform to handle large processing spikes without infrastructure overhead.
Asynchronous Processing
Kafka enables decoupled, high-throughput batch processing, ensuring reliability and stability when handling million-row files.
Open Banking Integration
Real-time financial reconciliation is enabled through integrations with Truelayer and major UK banking institutions.
Serverless Compute
AWS Lambda automatically scales to process large workloads while maintaining cost efficiency and high availability
Kafka Processing
Event-driven, asynchronous orchestration ensures stable and reliable processing of very large financial datasets
MongoDB Storage
Flexible data models support highly variable trustee business rules while maintaining strict security controls
Open Banking
Direct integrations with UK banks enable real-time reconciliation and verification
Automated Emails
Operational events trigger notifications, improving auditability, compliance, and communication accuracy
Transformational Business Impact
The modernized platform delivered immediate and measurable improvements across efficiency, scalability, reliability, and cost control. By eliminating manual verification and automating core trustee operations, the client achieved higher accuracy, reduced operational risk, and confidence in their ability to scale securely.
Before
- Manual verification
- Legacy system constraints
- Limited scalability
- Human error risk
After
- Fully automated processing
- One-click file uploads
- Million-row handling
- Guaranteed accuracy
- No team expansion required
MORE PROJECTS
