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Blog on RIAs, SaaS and User Experience

User Inertface Design and Rich Internet Application Design for Financial Services

Financial Services

User Interface and Rich Internet Application Design

What users experience with your software will impact your bottom line

Whether your business is commercial or retail banking, insurance, human resources, brokerage, or credit card processing, the key to making software applications pay off is to ensure that they are easy-to-use and efficient for everyone including employees, customers and partners. The user's experience with the software determines the bottom-line impact of the application.

Extensive experience with application design of enterprise projects for financial services

Catalyst Resources has extensive experience with application design for financial services. We understand the complexities and dependencies of financial environments and have dealt with the kind of high-volume, mission-critical applications, where time, up-to-the-minute information, and ease-of use are all critical. This means that we minimize project ramp-up time and can deliver application and UI design quickly for our clients.

Unambiguous visual blueprints enable you to develop projects more reliably

Catalyst's unique combination of financial services experience with our rapid application design methodology allows our project teams to deliver user-validated application design and UI in 100-120 days. Our buildable "visual blueprint" includes a detailed functional definition for the application and often a full clickable model using dynamic data, of exactly what that software will be like when it is released. Your projects benefit from more reliable cost, timing and outcomes since there is no confusion on what to build or user acceptance.

Model and understand users before coding

We combine behavior-based research methods such as field observations and ethnographic studies, with task analysis and persona definition, to identify and satisfy user goals while simultaneously addressing defined business requirements - all before you begin coding.

Experience across a broad range of mission-critical financial services applications

Catalyst Resources has extensive experience with the complexity of scope and dependencies of financial services application design projects. We know our clients' business and have dealt with many of the issues, risks and challenges before. The UI for these applications must be tightly aligned with business processes, intuitive and fail safe.

The types of high-volume, mission-critical applications we have developed and successfully deployed include:

ERP

  • Order Management
  • Payroll
  • Procurement

INSURANCE

  • Insurance underwriting
  • Insurance claims
  • Policy management
  • Agent services

HUMAN RESOURCES

  • Employee benefits
  • General ledger
  • Forecasting & budgeting

BANKING

  • Credit card services
  • Consumer lending
  • Stock and bond trading
  • Mortgage brokerage

RETAIL

  • Retail brokerage tools
  • Supply chain management
  • Customer account management
  • Configuration

The Bottom Line

The connection between a positive user experience and bottom-line results comes from real financial impact on a range of areas including software specification, development, training, deployment and maintenance throughout a project cycle, as well as customer retention, adoption and loss rates.

APPLICATIONS FOR CUSTOMERS

  • Higher retention
  • Reduced marketing cost
  • Reduced support cost
  • Competitive differentiation

SOFTWARE FOR EMPLOYEES

  • Reduced staffing cost
  • Reduced training and support
  • Fewer data errors
  • Greater efficiency

FOR DEVELOPMENT

  • Faster account specification
  • Faster time to market
  • Real time support
  • Long life