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

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 broader set of relevant products and services.

The financial services utility engaged TandemSeven to define an integrated, client facing portal strategy and implementation roadmap.

The Approach:

Taking a multi-disciplinary research driven approach to ensure that solution is grounded in client needs.

Performing client and stakeholder research across multiple geographies and representative roles and functions, TandemSeven was able to identify the biggest opportunities to improve self-service, re-architect navigation and content, and streamline access management. Focus on the major experience pain points across the client journey provided a lens for prioritization and targeting of most promising areas of investment. The recommended framework sets the stage for more personalized content and relevant products to be contextually presented. Ultimately, the solution was synthesized based on engagement with stakeholders from technology, security, marketing, product owners and a range of client organizational types.

The Result:

An ambitious vision with a practical plan to achieve it.

The initial phase of the approach focused on a very pragmatic, simple to implement method of distributing a universal navigation widget to a wide group of applications. The initial capability emphasized service features which had an implicit ROI associated with them. The roadmap showed how to move forward with specific releases and the underlying technology services and components identified. A hallmark was to ensure that the releases were as decoupled as possible to support funding variations and an evolving business strategy. A complementary security architectural evolution followed a coordinated path.

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 broader set of relevant products and services.

The financial services utility engaged TandemSeven to define an integrated, client facing portal strategy and implementation roadmap.

The Approach:

Taking a multi-disciplinary research driven approach to ensure that solution is grounded in client needs.

Performing client and stakeholder research across multiple geographies and representative roles and functions, TandemSeven was able to identify the biggest opportunities to improve self-service, re-architect navigation and content, and streamline access management. Focus on the major experience pain points across the client journey provided a lens for prioritization and targeting of most promising areas of investment. The recommended framework sets the stage for more personalized content and relevant products to be contextually presented. Ultimately, the solution was synthesized based on engagement with stakeholders from technology, security, marketing, product owners and a range of client organizational types.

The Result:

An ambitious vision with a practical plan to achieve it.

The initial phase of the approach focused on a very pragmatic, simple to implement method of distributing a universal navigation widget to a wide group of applications. The initial capability emphasized service features which had an implicit ROI associated with them. The roadmap showed how to move forward with specific releases and the underlying technology services and components identified. A hallmark was to ensure that the releases were as decoupled as possible to support funding variations and an evolving business strategy. A complementary security architectural evolution followed a coordinated path.

Interested in taking this journey with us?

Send a message and we will work with you to understand your needs.

UX360 - Enterprise Journey Mapping Platform

Power Platform

UX360 - Enterprise Journey Mapping Platform
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2017-10-19T12:59:47+00:00