Tech financial solutions firm moves from AWS to Azure.
Finding the right financial product can feel a little like navigating a maze of high hedges; just when you think you’re there, another impenetrable barrier pops up and you’re back reading the fine print.
Zenith Partners Group wants to simplify the process – providing intelligent solutions that allow financial planners to navigate their clients to the right solution for their specific needs.
In business for almost 20 years, the firm provides research ratings on more than 900 investment products and more than 100 investment portfolio solutions.
Zenith recently acquired Galaxy, a system that analyses insurance products such as life insurance, income protection and disability insurance. Previously used mainly by super fund managers and insurers, Zenith is looking to make the insurance tools available to financial advisors.
Galaxy allows users to input several variables about the client – such as age, gender, whether they are a smoker or not – and with a single keystroke the system will provide an at-a-glance comparison of the best insurance products, showing premiums and features that allow a highly informed decision to be taken.
It breaks open the maze.
Simon Hobman is head of digital for Zenith Partners Group, with oversight of infrastructure, development, application support and data operations teams. Over the last six years Hobman has led a modernisation program that has moved Zenith off on-premises equipment and into the cloud and developed a DevOps capability injecting speed and agility into the business.
The firm uses a broad array of Microsoft platforms including Azure, Office 365, Power BI, SharePoint, and Teams. It also uses the Teams’ phone system which dramatically simplified the transition to remote working forced by the pandemic. Zenith bought new laptops for staff working from home and transitioned to an E5 licence to lift its security, using Windows Defender and InTune for end point management.
Dynamics 365 provides Zenith’s CRM platform which is currently being integrated with ClickDimensions to drive marketing automation.
Given the strong Microsoft capability in Zenith Partners Group, when it acquired Galaxy, it made sense to transition that off AWS and onto Azure.
Zennith partnered with a company called vNext. That team was led by Chris Mellin, who worked closely with our team and migrated the application with the timeframes. Our original plan was six weeks, but it took closer to eight weeks in the end.
“It wasn’t lift and shift at all. We wanted to exploit Platform as a Service (PaaS), and so we broke the application into micro-services and hosted them on independent App Service plans so that we could then monitor and scale independently. We took the opportunity to ensure we had a fully-fledged DevOps integration with a Continuous Delivery pipeline,” said Hobman. “And took advantage of some of the DR capabilities by deploying across two regions in Azure. We also integrated with App Insights and Log Analytics to help us monitor and support the application.”
It’s had a massive impact, because it’s put us in the best position to reliably maintain support and continue the development of the platform, noted Hobman.
“Right now, we have two cloud environments inside of Azure. We’re migrating that all into a single environment using PaaS, essentially like what we’ve just done with Galaxy. We’ve got a tight timeframe for that. We’re trying to get it all done in about three months. I’m really looking forward to this project because it’s going to modernise the way that we operate again,” he said.
