YourPartner Logo
ING logo

ING unified 100+ data sources for real-time wealth management

ING replaced fragmented wealth management systems with one secure platform for advisors and clients.

100+
systems unified
64%
portal usage growth
Real-time
portfolio visibility
Financial servicesReal-time dataSecure modernisation
ING real-time data platform dashboard

Key highlights

Unified data

A single platform replaced more than 100 disconnected data sources across wealth management.

Enterprise security

Bank-grade encryption, GDPR controls, and role-based access were built into the core architecture.

Advisor productivity

Advisors moved from manual exports and delayed reports to real-time portfolio access.

64% portal growth

Clients used the portal more once they could see current portfolio data without calling support.

The challenge

ING's wealth management teams were working across more than 100 legacy systems. Advisors lacked real-time portfolio data, internal teams relied on manual exports, and clients were getting a slower digital experience than the market expected.

Why it was urgent

Legacy fragmentation was directly affecting advisor productivity. Real-time data required manual exports and overnight batches, which slowed decisions and made reporting harder than it needed to be.

Client expectations were also rising. Wealth management users expected immediate access to current portfolio information, while ING was still relying on systems that introduced delay and friction.

Any replacement had to meet the standards of a regulated bank. Real-time performance mattered, but so did encryption, access controls, and GDPR-ready data handling.

The solution

We built a new wealth management platform that consolidated ING's fragmented data into one secure system for advisors and clients.

Advisors gained immediate access to positions, trade history, P&L, and reporting in one interface. Clients got real-time portfolio visibility through a digital experience that was easier to use and easier to trust.

Security and compliance were built into the architecture, not added later. The platform launched at scale, served thousands of users, and increased client portal usage by 64% within weeks.

Business impact

The new platform gave ING a better client experience and a stronger internal operating model. Advisors worked from current data instead of stitched-together reports, clients engaged more with the portal, and the bank gained a modern foundation it could scale without loosening security standards.

"The speed of development and the quality of the final platform exceeded our expectations. We now have a system that not only solves our current challenges but positions us perfectly for future growth."

ING Technology Leadership

ING Bank

AI workforce with human intelligence

Build it with YP.

The fastest way to develop enterprise-grade AI solutions, using your existing tech stack.

YourPartner Logo