The primary focus of this project was to assess client needs and define the Scope of Work for the strategic redesign of existing B2B client-serving residential mortgage lending websites.

Challenges & Solutions

CSFB needed to develop strong brand identity, migrate three business lines to a common, integrated portal platform and roll out their web-based service as a private label that provides a “re-brand-able” business front-end for strategic partners.

We analyzed CSFB's needs, identified gaps and "points of pain", proposed viable solutions and examined the competitive landscape. Our Scope of Work document laid out a project plan for:

Site Integration & reconciliation

improvements to Functionality

in-depth Competitive Analysis

Customer Profile

Cross-marketing with other CSFB Services

Packaging the service as a Private Label

Customer Support (Online/Embedded)

Sales Support and Deal Desk

“Back End” infrastructure

integration of Business lines

Wireframes, Site Evaluation (Competitive Analysis), Private Label

The biggest challenges: Improve usability, add functionality, competitive analysis, customer support

Financial Business Application, Needs analysis, Project Scope and signoff on Staged Development Proposal, "customer self-service" & "publishing" site, design of example landing page