Cetera
From practical portal to powerful platform
Facilitated ideation sessions led to a new vision for financial advisors and their clients.
Digital experiences that match customer expectations.
Financial services organizations of every stripe are embracing digital technologies to streamline operations, automate processes and deliver services on any device. But creating a seamless customer experience is far easier to conceive on a PowerPoint slide than to execute in the real world. By aligning digital experiences to customers’ expectations, we can help you build the kind of loyalty that drives serious growth.
Case Studies
Own Up
Advocating for home loan borrowers in high interest times
We demystified the home financing experience to help connect borrowers with their best loan option.
Cayan
Giving strategy a vital jumpstart
We put on our user hats to deliver a heuristic review that helped Cayan move forward.
Strategy, research, design & more
Relevant Services
With a focus on process complexities and identifying highest value UX opportunities, these services are core to our financial services engagements.
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Alignment Workshops
Bring stakeholders together through structured, facilitated sessions that establish priorities and strategies for a path forward.
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Design Thinking
Infuse empathy with an iterative approach that places the needs and perspectives of the users at the forefront of the design process.
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Journey Maps
The path of an experience is seldom a straight one, especially when looking to improve your user experience. Mapping that journey is a powerful way to begin.
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Prototypes
If a picture is a thousand words, a high-fidelity prototype is the entire story. Bringing the user experience to life with a fully-interactive artifact is a low-cost, high-value way to iterate without the investment of code.
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Thumbnail Flows
To create in-depth, omni-channel experiences it’s best to start small. Show the full picture — opportunities, gaps, and all — to problem-solve the right solution.
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User Testing
To get decisive, actionable findings, we let users explore without artificial restrictions. We design our prototypes to accommodate this need, as a final product would.