High Net Worth Financial Clients
Major Financial (2 mo.)
This well-established major financial firm needed to rollout their new customer and client-facing service in a short period of time. Since the online site is intended to deliver customer and client self-service, true "ease of use" was the focus of this UI makeover, performed as a contracted service for FYI Systems (now branded as FYI Business Solutions).
Challenges
TCS was brought in to redesign the site structure and page design around the existing functionality and data structure. The site needed to be easily accessible by several user profiles:
- single Clients
- multiple-entity Clients
- Administrators (with domain control)
- Super-administrators (with global control)
Users needed to view documents and records across different "views" that conform to their tasks and goals.
Solutions
- Provided a clickable site model that conformed to the workflow and served as design guide for the development team.
- It allowed the stakeholders to get a real feel for the site experience, with a color theme that was consistent with the corporate branding.
- We created an overview that organized the workflow and information in a natural and client-centric fashion.
- We organized records into easily understandable groupings.
Quick turnaround. Aaaaand ... the client is "extremely satisfied." In fact, we're all looking forward to a return engagement after the rollout. (Maybe we'll even be able to mention the client by name!)
"John was a pleasure to work with. He listened very carefully to all of the project stakeholders, amassed the project requirements, provided us with detailed documentation and created a look and feel that was just what we were looking for. John worked very well with our team at every level." Top Qualities: Great Results, Personable, Good Value
Lisa Spurlock, Vice President, Client Relations at [Company Confidential]
Financial Business Application, Branding & styling, model complex workflows in an "application-oriented" environment, taxonomy, information architecture, sitemap, functionality, CSS, integration with ASP, documentation