The challenge
The portal where clients manage accounts and transactions looked dated and worked poorly on mobile. Every new feature was designed from scratch, which slowed teams down and made each product look different. The brand was losing strength through lack of consistency.
What we did
Understanding the business
We worked side by side with the business and innovation teams to understand what clients need to do in the portal and where the process got stuck.
A responsive design system
We created a component library in Figma, mobile first and documented so design and development work from the same reference, ready for the portal and website managed in AEM.
Product concepts
- A learning area and a subscription wizard in the portal.
- A careers section on the public website.
- A lighter client dashboard, a support chat, a document preview and an onboarding portal that guides new clients, step by step, through the identity and compliance checks.
The results
- All the concepts went into production, and some became part of new products, such as an ESG grading tool.
- The commercial department adopted the design system and now presents the brand consistently.
What this can do for you
If your platform looks dated or each product looks different, a well-documented design system gives teams a common base and speeds up every new feature. It also serves the sales team, who can present the brand the same way every time. And it doesn't require building an in-house engineering team.
Services
Gallery
