Too many systems, too many problems
Have you ever used one website to access a bank account, another to manage trading, and a third to review investments? If you have, you'll know that switching between different systems to get a complete view of your finances is time consuming, and having to remember multiple passwords can be frustrating.
Customers and fund administrators who accessed our client's online services to manage their portfolios and investments faced this situation every day. There were four portals to review, processes were very complex, and some relied on paper-based steps. As a result, customers often called the company's help desk to resolve login issues.
The company wanted to create one comprehensive portal to offer a better experience to existing customers and help it scale to serve new ones. To do this, it needed to create an intuitive user interface based on customer needs and modernize the underlying platform.