Background

Our partner was looking for a solution that would give clients access to information in an automated fashion, while reducing inbound (manual) information requests for their staff, to allow them to focus on proactive outreach.

Solution

• i4C proposed developing a Client Services WebPortal, with front-end access for clients and backend access for internal employees.
• The client portal would include read access to account information, updated daily from an integration with their data warehouse.
• Financial information includes a dashboard with current balance and most recent transactions, detailed holdings, and detailed transaction history.
• The backend (admin portal) allows the partner to create and manage accounts, and to push new offers and important information to clients, appearing each time a client logs into the portal.

 Services

• A discovery phase, which includes a thorough analysis of the requirements and an initial UX design.
• Following approval of the discovery phase, i4C completes the UX design and workflow for the portal based on the requirements and style guidelines provided by our partner.
• Leveraging the existing data warehouse, previously built by i4C, the data will be mapped to the portal with daily updates set to ensure clients receive information in the frequency that our partner has requested.
• i4C will implement the portal as a secure web frontend using HTTPS with SSL/TLS for delivering encrypted data, and a backend hosted in the public cloud.

Results

The project has launched and is currently in deployment stage with the client and will now be working on expanding the data warehouse (additional data sources) and building dashboards to support the needs of the various business units.

Contact us today to find out how we can help you better communicate with your customers and improve efficiency in your business.