Technology assessment for a scaling fintech platform | True9

“True9 brought clarity to a complex situation. They didn’t just review the platform - they helped us understand where we are, where we want to go, and what it’ll take to get there. Their insights have shaped our roadmap and given us real confidence in our next steps.”

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Business impact

  • Identified critical short-term risks and areas for urgent remediation
  • Outlined a practical path to improving maintainability, security, and scalability
  • Provided architectural recommendations to support global expansion and larger clients
  • Helped define hiring priorities for growing the internal dev team
  • Created a shared language across leadership and engineering for future decisions

Scaling technology challenges slowed growth

Like many small businesses starting out, this UK technology company in financial services had purpose-built a platform for secure, multi-channel customer communication. It helped the business grow as hundreds of thousands of active users relied on the platform. But as the company attracted bigger, more complex clients, the strain started to show.

There was no documentation, no automated testing and no standardised development practices. New clients requested new features faster than the internal team could build them. Delivery slowed, technical debt mounted and in the background, security, performance and scalability risks were growing quietly. Put simply, the product had outgrown its foundation.

Close-up of a hand touching a digital screen displaying multiple blue data charts, graphs and dashboards.

Business impact

  • Identified critical short-term risks and areas for urgent remediation
  • Outlined a practical path to improving maintainability, security, and scalability
  • Provided architectural recommendations to support global expansion and larger clients
  • Helped define hiring priorities for growing the internal dev team
  • Created a shared language across leadership and engineering for future decisions

Moving forward with confidence

The first stage of any client engagement is to gain control of the technology estate.

We started with a full people, process and technology assessment, relying on the skills and experience of our internal team to carry out a technical review of the platform:

  • Analysing the codebase for maintainability, testability and architectural resilience
  • Evaluating current engineering practices and developer workflows
  • Assessing platform infrastructure and third-party dependencies
  • Talking to internal stakeholders to understand the product roadmap, pain points and technical ambition.
A circular Venn diagram showing the relationship between People, Process, and Technology for predictable delivery.

Technology Health Check

The Technology Health Check helped us to assess where things really stood, identify risks, and explain what it would take to bring the platform in line with best practice. With this insight, it was possible to set the Direction and turn that understanding into action.

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