November 2022
Kotak Securities

How we Transformed a Top Brokerage Into a
Real-Time Data Engine with 10x Speed

Kotak Securities is one of India's largest and most respected full-service stockbroking firms. Serving millions of customers across the country, they manage an impressive volume of transactional, behavioral, and customer-related data.
They had a wealth of data at their disposal, yet a manual, slow, and costly pipeline was blocking its full potential. They urgently needed to modernize their digital infrastructure.
They'd already invested significantly in a transformation project with another agency, but progress had stalled. There were capability gaps, misaligned expectations, and growing doubts about whether the investment would ever pay off.
They were stuck, unsure whether to push forward or cut their losses.
That’s when we stepped in. Our experienced team knew exactly what to do, with minimum experimentation. We didn’t pitch a drawn-out transformation project. Instead, we promised immediate relief, with a clear path to full modernization, and we delivered both without a single day of downtime.
Our Control service is built for enterprises like Kotak Securities. We don’t waste time on redundant decks and back-and-forths. We get to work fast:
Diagnose
We start with auditing your digital investment to identify what's blocking better business outcomes.
Plan
We create two roadmaps: one that brings immediate relief and another for long-term sustained improvement.
Execute
We get to work to solve immediately technical problems bringing relief while working on the long term plan
In a short time and with a targeted approach, we create measurable change, based on industry-standard benchmarks, that directly impacts your operations, your customers’ satisfaction, and your bottom line.
And we did exactly that for Kotak Securities. We first identified their core issues through a quick audit, then solved their most pressing problems. Within the first month, their support agents went from 4-day-old data to fresh 24-hour data. Resolution time improved by 30%. Net Promoter Score (NPS) started climbing, showing customers really appreciate this update. With less pressure, we moved on to the long-term plan. We replaced their slow, manual, and inconsistent data processes with a modern, intelligent system that works in real time. All this and more in just six months.
The impact was immediate and visible across the entire business, in line with our three metrics for our Control service :

1. Software Quality

Before, data took 3–4 days to move through Kotak Securities’ systems. Now it arrives instantly for most tools, and in 1–2 hours for the very largest data sets. All teams work with fresh, reliable, real-time data that helps them achieve the best results for the entire business:
  • From constant bottlenecks to 4M+ records processed per day
  • 99.9% faster data processing
  • 100% faster data synchronization across all systems (5 days → <1 minute)
  • 90% faster database lookups
  • 80% faster API responses

2. System Performance& Efficiency

The marketing team can finally respond to what a customer did just yesterday, not last week:
  • Campaigns that once took a week to prepare can now launch that same day
  • 4× higher marketing ROI thanks to real-time targeting
  • +20 point increase in customer activation
Support agents now have a complete, real-time view of every customer, skipping the guesswork and the delays:
  • 92% improvement in resolution time
  • 80% fewer complaints
  • +30 point jump in first-call resolution (50% → 80%)
  • +20 NPS increase

3. Business & User Impact

We replaced every manual step of Kotak Securities’ old process with automation, freeing engineers to innovate instead of wasting their time and potential on repetitive tasks. With the new cloud-native and configuration-driven system, ongoing changes are both faster and cheaper:
  • 40% lower infrastructure costs
  • 85% faster recovery from issues
  • 95% faster deployments
At the end of the day, technology investments must deliver business results. The metrics that your C-Suite and Board care about are the ones that positively affect your business’s revenue, customer satisfaction, retention, and operational efficiency.

What Kotak Securities says About Working With Us

“Wednesday Solutions successfully transferred the client's data and met the project's goals. The team collaborated nicely with the client and put in all the required effort for the project's success. Wednesday Solutions was excellent and achieved the required outcome as per business requirements.”
-Yogesh Kanani, VP, Kotak Securities

The Challenge

Crucial customer data, the lifeblood of Kotak Securities' daily operations, wasn’t flowing. While their primary data was safely stored in a secure on-premise database, getting it quickly to the teams who needed it most was a slow and cumbersome process.
Marketing and customer support teams relied on essential tools like Salesforce for CRM and CleverTap for marketing automation, which need fresh and accurate customer data to deliver good results.
However, the process was entirely manual: a technical team had to manually export data from the database into large CSV files, which were then, also manually, uploaded to Salesforce, CleverTap, and other platforms.
This entire process, from request to final upload, took ~4 days, which created significant business challenges and revenue loss:

Stale Marketing

Marketing ran on weeks-old data. A customer might show interest in mutual funds today, but the campaign targeting them wouldn't go out until next week. By then, they'd already invested elsewhere. Timing is everything in securities, and they were always a step behind.

Frustrating Customer Support

Support agents worked blindly. A customer could call about a trade they executed that morning, and the agent wouldn't see it in Salesforce. They'd waste time asking questions the system should have already answered, eroding customer trust with every call.

Inefficient and Brittle Technology

Under the hood, their data pipelines were stitched together with AWS Glue Jobs’ drag-and-drop builder. These fed into a Microsoft SQL Server database, a proprietary engine with ongoing licensing costs and clunky integration. With roughly 30 data scripts and no central logic, everything was duplicated, fragile, and expensive to run.
For a company of this scale, leveraging data effectively is essential for staying competitive, driving growth, and delivering a stellar customer experience.

The Solution

Understanding the core business need for speed, reliability, and agility, we designed and built a bespoke ETL (Extract, Transform, Load) pipeline to fully automate Kotak Securities' data flow.
We built the new system alongside the old, validated in parallel, and integrated it incrementally. All with zero downtime.
1. We re-engineered the core with high-performance code.

The inefficient drag-and-drop AWS Glue scripts were completely replaced with clean and reusable Python code. We also migrated the workload from the Microsoft SQL Server database to Amazon RDS with an open-source engine. This eliminated duplication and created a maintainable, high-performance data processing engine. The new scripts were not only faster but also significantly cheaper to run on AWS (Amazon Web Services).
2. We built an intelligent delivery system.

Once the data is processed, it is shared in two places simultaneously: a database for storage and a smart queue. A dedicated Node.js service acts as a "traffic controller," reading data from this queue and delivering it to the third-party tools. This service intelligently manages the different API rate limits of each tool (like Salesforce and CleverTap), ensuring data flows are as fast as possible without overwhelming the destination systems.
3. We designed for effortless agility.

Business needs change constantly. Today, the marketing team might need one new data field, but tomorrow, it could be ten. With the entire pipeline highly configurable, changes like these are now effortless. From weeks of development to zero code modifications.

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