About Kal Kalotai

With over 20 years of user interface design, user and business analysis, usability testing and information architecture, Kal is a seasoned design and usability expert in web-based, desktop, and mobile applications. Kal combines his cross-industry knowledge with a cognitive approach to task and user analysis to help companies achieve improvements and efficiencies with their applications as well as creating loyalty and developing stronger relationships with their customers. Kal has worked in the retail software and IT and e-Business consulting industries designing business to business and business to consumer applications for many fortune 500 companies across a broad range of industries ranging from retail, corporate, and institutional financial services to pharmaceutical, high tech, retail discount travel, insurance, scientific instrumentation, and mobile refueling. Kal’s designs for research and trading portals have garnered Global Investor and Euromoney awards for both Morgan Stanley (2000, 2002, and 2004) and FXall (2001, 2002, 2003 and 2004).

Leading Asset Manager: Improving the digital experience between the advisor, the wholesaler and the fund complex with a new responsive web-based platform

The Objective: Digitally enable and improve the customer experience for broker/dealers or advisors. Additionally the firm wanted to: Create efficiency internally between inside sales and the wholesaler. Enable the client digital experience Improve access and information by advisor Increase awareness of the firm’s thought leadership Provide fully responsive experience across mobile, tablet and desktop [...]

Leading Asset Manager: Improving the digital experience between the advisor, the wholesaler and the fund complex with a new responsive web-based platform 2017-05-25T21:49:56+00:00

Post-Trade Utility: Providing a portal strategy and roadmap to help enhance and simplify the CX across a diverse application landscape

The Challenge: Inconsistent navigation, limited self-service, and siloed content. To better improve client access and self-service, the firm needed a significant overhaul of its portal architecture including identity & access management, UI/navigation and underlying enterprise service architecture. The company had numerous applications that served different market segments with point access that limited awareness of their [...]

Post-Trade Utility: Providing a portal strategy and roadmap to help enhance and simplify the CX across a diverse application landscape 2017-10-19T12:59:47+00:00

Clarient Entity Hub: Designing and building a transformative consortia-based platform to simplify client data and onboarding

The Digital Disruption: An industry consortium model and platform to meet regulatory requirements while reducing risk and operational costs. To meet new regulations and provide transparency DTCC and founding banks saw an opportunity to create efficiency and drive operational costs in the client reference data space. The Solution: We were selected by the leadership [...]

Clarient Entity Hub: Designing and building a transformative consortia-based platform to simplify client data and onboarding 2017-05-25T21:53:39+00:00

RMS: Architecting and developing a new support portal to improve the customer experience and enable self-service

The Challenge: Complete new portal in less than a year! With the frequency and financial implications of disasters increasing every year, Risk Management Solutions (RMS) needed a new portal to help both clients and internal users proactively manage risk from various types of catastrophes in record time. The goal for the project was to design [...]

RMS: Architecting and developing a new support portal to improve the customer experience and enable self-service 2017-05-25T21:58:21+00:00

Large Auto Manufacturer: Improving the Vehicle Ownership Customer Journey

The Objective: Improve Customer Touchpoints We were selected by this top five automaker for a strategic initiative to create Personas and document the current and future state customer journeys in UX360 for the entire vehicle ownership lifecycle. The ultimate goal of this project was to help improve the customer marketing touchpoint strategy. [...]

Large Auto Manufacturer: Improving the Vehicle Ownership Customer Journey 2017-05-25T22:11:50+00:00

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No HEADING. Enter Your Abstract Here.. First 35-45 Words will appear here, depending on how insights list and related posts are set up By Firstname Lastname Heading one - Main Section AreaAs you start on the initial creation of this design system as part of a specific project there are several key [...]

This is a new post 2017-05-02T17:03:54+00:00

UX Customer Journey Mapping: Visualizing the Shape of Your Customer’s Experience

Resident TandemSeven experts Mark Di Sciullo and Rob Sherron are teaming up with NJ Strategic Design + Tech to discuss visualizing customer touch points through the use of Customer Journey Mapping. Visualizing the end-to-end experience will empower you to make humanized, value-driven decisions based on your customer model. During this Meet Up they will be [...]

UX Customer Journey Mapping: Visualizing the Shape of Your Customer’s Experience 2017-04-14T16:33:51+00:00

Use Customer Journeys to Guide Your Digital Insurance Transformation

By Oliwia Berdak, Joana van den Brink-Quintanilha, and other guest analysts Digitizing the customer life cycle from end to end is top priority for digital insurance teams. They want to cut costs and offer convenience by enabling all customers need be met online. But the push to a completely digital sales and service can create [...]

Use Customer Journeys to Guide Your Digital Insurance Transformation 2017-08-23T10:13:34+00:00

13 Questions to Ask Your CX and UX Consultants Before You Select a Partner

Here are 13 questions you should ask as you evaluate your shortlist of candidates to serve as your CX or UX consulting partner. By Kal Kalotai So you’ve been fighting for your budget, developing a plan, selling your project internally, and now have the go-ahead—but you don’t feel that you have the customer [...]

13 Questions to Ask Your CX and UX Consultants Before You Select a Partner 2017-08-10T17:31:39+00:00