Modernizing A Growing FinServ's CX Offering

Customer experience is an integral aspect of an organization's success. Satisfactory dealings increase retention rate and make it more likely the user recommends your services to others in their circle. However, it's hard to offer exemplary experiences when utilizing antiquated platforms and technologies. As such, a a client came to us understanding the need for a modern platform in today's FinServ market. However, there were several roadblocks along the way that had to be addressed to usher the organization into the modern age.

Firstly, a full migration was required. We went into great depth analyzing the processes and functionalitities of their set up, and found a shift was necessary. The client had splintered usage of Java and .Net meaning upkeep of both tech stacks was necessary. This burden hindered efficiency and productivity, so the migration took place with .Net becoming the sole tech stack used. Now everything was streamlined, frivolous tools were eliminated, and it became easier to develop their next offering.

Essentially, a B2C platform needed to be created in an efficient, cost-effective way. Originally our client had focused on B2B, but the necessity for another solution became clear to the growing organization. As such, a new application and unique portal were developed with customized personas included in the development process. End users now had access to relevant information, support, and offerings in a single environment.

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User Impact

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