Mortgage Lending Services
| First Boston (2 mo.)
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, Heuristic 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