Union Investment

Development of a portal solution for the internal bonus program

Union Investment has long been using its bonus system, called UnionPartnerProgramm, to strengthen cooperation between the company and bank consultants. Consultants can use the programme to collect bonus points and convert these points into a reward. To make sure that the further expansion of the portal was in good hands, Union Investment commissioned adesso to transfer the UnionPartnerProgramm’s solutions into a new, future-proof architecture.

“Thanks to the solution architecture proposed by adesso and the company’s extensive experience in undertaking complex portal projects, we were able to have everything in place on time despite the pressure, and we were able to implement everything on a new basis that enables us to undertake further expansion and develop attractive offers for other target groups.”

Anita Eckrich, technical project manager at Union Investment

adesso developed a flexible, scalable portal solution based on the Liferay open-source portal platform and the FirstSpirit content management system (CMS). Taking these two systems as the starting point, adesso was able to create a powerful platform with a wide range of standard functions, keeping the development workload to a minimum and enabling editors to create and adapt contents, e.g. new bonuses or questionnaire forms, with maximum ease. After the successful launch, adesso has taken over operating the solution and providing 24/7 support on behalf of Union Investment.

Union Investment Group (UIG, German: Union Investment Gruppe) is one of the biggest German asset managers for private and institutional investors. On the international financial markets Union Investment Group is strongly represented with its subsidiaries and branches as much as through strategic cooperation with institutional partners. The UIG investment funds, which are open to the general public, are authorised for sale in Germany as well as in many European countries. Approximately 4 million customers have invested their assets in the Union securities deposit and benefit from the numerous services provided by the fund.


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