Challenge
After its acquisition by Nordic Capital, Ascot Lloyd underwent rapid expansion through an aggressive buy-and-build strategy, acquiring several wealth firms each month. Legacy technology and an outdated investor portal were no longer scalable. Investors found the platform difficult to use and lacking essential features, while IFAs depended heavily on phone calls and emails, which limited productivity and growth. The digital experience was constraining value creation where it mattered most.
Solution
Equator partnered with Ascot Lloyd to create and implement a modern, scalable digital platform that changes how IFAs and investors interact.
The programme combined thorough discovery with fast, flexible delivery to quickly generate value while supporting ongoing M&A activity.
- Conducted thorough discovery to define product goals, KPIs, personas, and priority journeys.
- Redesigned the end-to-end IFA and investor experience, focusing on self-service and automation.
- Developed separate yet linked single-page applications for IFAs and investors.
- Introduced a modular design system to support rapid iteration and future acquisitions
- Integrated core platforms, including Intelliflo, HubSpot CRM, and Jotform, through an API-first data layer.
- Delivered an MVP at pace, with major releases arriving within weeks and the complete platform launched in nine months.
Results
Automated core servicing activities, including fact finds, reviews, messaging, and document management.
Reduced reliance on manual communication channels
Enabled IFAs to spend more time advising and less time administering
Created a unified digital experience that scales across acquisition
Outcome
Ascot Lloyd now operates a leading investor and IFA platform delivered within nine months that supports rapid growth, enhances client satisfaction, and reinforces Nordic Capital’s value creation strategy. The platform offers a future-proof foundation for ongoing expansion and digital leadership in wealth management.