Financial Services clients
We worked with Liberty Mutual to train their team on best practices in User Centered Design. The team then adopted our Enterprsie UX guidelines product - GUIguide to document, promote and validate corproate websites and application for consistency across the corporation.
Accenture had a goal at improving usability and tax professional productivity with their enterprise corporate tax software. We worked with Accenture to provide an improved user experience and innovative forms management capability. Team mentoring was a component of the engagement where we trained the development and business analysts teams on best practices for usability. The software (LaCerte) became a market leader for CPA firms and was eventually acquired by Intuit.
KPMG engaged us to work on several critical internal applications that enabled them to assess how best to provide their global services to new client engagements. In addition we were engaged to help with information architecture and design for their global corporate intranet. These projects allowed improved communication for the global workforce and improved corporate strategy for new client acquisition.
ABN AMRO is a leading financial services firm based in Europe with operations in the USA. They engaged CSS to help design and test a major online initiative to sell Mortgages (Purchase and Refinance) through their Mortgage.com website. The legacy back-end loan origination and approval system was very cumbersome and our goal was to shield the user from this with a modern, efficient user interface. We worked with the Mortgage.com team to fully understand the legacy system and it's limitations. We then created a UX design and interactive prototype to simulate how a new solution would work and validated this design with key business stakeholders. Once approved, we performed formal usability testing and refined the prototype to deliver an optimal user experience for applying and getting approved for a home loan. Mortgage.com was launched with great success and eventually acquired by Citicorp to grow their online mortgage business.
Chicago Title Insurance is a leading provider of title insurance within the USA. CSS was engaged to improve the productivity and usability of the software they provide to Title Agents in their offices throughout the USA. Our work involved greatly simplifying the number of screens required to process a title package and providing quick summary views for easy navigation. In addition we provided User Experience training to various teams within the company to build internal expertise for future application design initiatives.
Edward Jones is a one of the world's leading investment and financial services firms. Having quick, efficient and highly professional investment advisors is critical to their world-class brand. CSS was brought in to help with the user interface design of internal applications and to provide in-house training on Usability and User Experience for the internal development staff.
Bank of America engaged CSS to improve the user experience for its customers who visit retail branches. They were about to invest millions of dollars in a new training system and asked our team to validate the strategy. CSS performed contextual inquiry research in various areas of the USA to gain a deeper understanding of how branch employees learned and how best to improve their overall performance. This research was then rolled into a new design for branch software and training materials to improve branch staff competency and the overall customer experience for bank customers.
Experian is one of the world's leading providers of Credit and Demographics data to companies and individuals. In an effort to grow the business to business sector, Experian engaged us for UX Consulting on a new application that would revolutionize access to business for critical customer information. We worked with Experian to define an improved user experience and reduce the effort on business to utilize this new service.
Our consultants have worked on over 300 interface design projects for Global 2000 companies and software vendors.Our range of expertise includes software design for insurance, banking, financial services, manufacturing, logistics, government, retail, healthcare, software, technology, utilities and consumer web product companies. Due to NDA and client confidentiality around most of our projects, we do not share detailed work products on this or any other public websites.