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.

Project Overview

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.

1k+Man-hours Saved Monthly

1M+Rows Processed

99.5%System Availability

Saving 1,000+ Man-Hours Monthly for a UK Trustee Provider

The Challenge

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 including auditability and access control.

Zero Error ToleranceVariable Business RulesLarge-Scale ProcessingSecurity & Compliance

IMPACT

1M+

Rows Processed

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

AWS Lambda

Kafka

MongoDB

Truelayer

AWS SES

Node.js

Python

THE SOLUTION

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 or performance degradation.

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.

Real-time
Automated

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

THE RESULTS

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.

1,000+

Hours Saved

Monthly

1M+

Rows Processed

Per File

99.5%

Availability

Uptime

100%

Accuracy

Precision