Banking
TECHNOLOGIES
Overview
Client is a first independent information and networking platform for clients of private banks and wealth managers worldwide, created with an aim to support private banking clients in making profitable investment decisions.
The Challenges
The founders of company had a vision of making wealth management much more transparent, cost-efficient, and client-focused. They were driven by their own experiences as clients of several wealth managers. The primary goal was to create a Web platform where users can find and exchange information to help them make intelligent investment decisions, such as choosing the best wealth managers, improving their wealth management strategy, lowering the cost of wealth management, and optimizing management activities of their wealth managers.
The Solution
Identifying Business Requirements
With an aim to align the website design with company’s business objectives, we started off with extensive stakeholder interviews to get an in-depth understanding of the scope, key objectives, and challenges of the project.
Finalizing Information Architecture (IA)
Our Business Analysts conducted an Information Architecture (IA) workshop with company team, where sitemaps and wireframes were developed to finalize the layout and navigation of the website.The Result
Business Growth
The flawless combination of website design, information architecture, and user engagement methodologies helped company attract targeted users and grow their member base.
On-time Delivery
The choice of agile-based scrum methodology and custom CMS platform (based on .NET) for development ensured that the project was delivered on time to meet the business objectives of Company.
Locate Us
USA
12, French Meadow Ln, Rochester NY 14618, USA.
CANADA
66, Westhampton Drive, Vaughan, Ontario, Canada.
INDIA
Ratnakar Nine Square, Ahmedabad, INDIA
BELIZE
57, Albert Street Belize City, Belize