Brokers have extremely complex client information needs
Reason For Issue(s)
Required aggregation of multiple accounts
Provide a single view of a customer’s relationship with the bank. different brokers have different information needs and need to be able to arrange the information according to their priorities, e.g., global equities traders vs. treasury dealers.
Designed a web-based portal comprised of the key information sources to effectively aggregate information from numerous disparate legacy systems
Web application development, UX and systems integration
Broker’s ability to service clients was dramatically increased by having access to a single seamless information format from all sources
Real-time feeds and FX rates were integrated into the portal