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Blog on RIAs, SaaS and User Experience

Catalyst Resources Case Studies

Financial Services Projects

Selected Case Studies

Morgan Stanley - Portfolio Management Portal

Portfolio Management Portal

Morgan Stanley

Portal design with analytic and visualization tools for portfolio managers

View Case Study
American Express - Advanced Financial Visualization

Advanced Financial Visualization

American Express

RIA for advanced modeling and visualization of cardholder spending

View Case Study
Penta - Full Financial Systems

Full Financial Systems

Penta

Design of RIA UI system for suite of financial and operations applications

View Case Study
IPC - Trading Communications Management

Trading Communications Management

IPC

Design of high performance RIA for financial trading communications system management

View Case Study
JP Morgan - Custom Financial Apps

Custom Financial Apps

JP Morgan

Streamline of workflows and design of online budgeting and forecasting systems.

View Case Study
Ceridian - HR Systems

HR Systems

Ceridian

Design of a modular, reusable UI system for consistency, enhanced usability and custom branding across multiple HR and payroll services

View Case Study
Firemans Fund - Insurance Systems

Insurance Systems

Firemans Fund

Design of a modular, reusable UI design system for quoting, underwriting and issuing insurance policies

View Case Study
Redwood Trust - Bond Trading System

Bond Trading System

Redwood Trust

Design of fully operational web-based trading and management system with reusable UI.

View Case Study