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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

BANKING

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

RETAIL

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

HUMAN RESOURCES

  • Employee benefits
  • General ledger
  • Forecasting & budgeting

Next Steps

  • If you are migrating from an on-premise application or updating an existing SaaS, ask us to show you an example of a 21-day UI assessment.
  • If you are launching a new SaaS, ask about a fast track proof of concept.

Let us show you an example of what we can do in 21 days to increase your ROI

Desktop SaaS Financial Services

Have an existing on-premise application or SaaS for Electronic Banking, Accounting, Trading, HR, or Document Management? A Catalyst Resources Strategic UI Assessment will identify the key user experience refinements and strategic approach that will results in greater functionality, higher performance, enhanced user engagement and reduced support costs - all in just 21 days. Let us show you an example.

Deliverables

  • Identification and understanding of current business pain points
  • Target user profiles and a user story catalog
  • Scan of competitor offerings
  • Identification of high-value scenarios and user-desired functionality
  • Analysis of optimal, high-engagement conceptual models
  • Summary of key strategic user experience issues to address
  • Detailed assessment of key user experience issues and design changes that will deliver the highest ROI
  • Potential creative direction
  • Proposed mobile strategy as a companion solution
  • Agile release plan for what to implement, in what order, what resources you need, and a clear mapping of dependencies

How to use the results

Companion SmartPhone and Tablet Functionality for financial services apps
  • Prioritize redesign initiatives and budgets based on ROI
  • Present a roadmap to internal or offshore development teams
  • Understand the priorities for a compelling, long-term application ecosystem (web and mobile)
  • Provide expert diagnostic and justification analyses for executive buy-in
  • Use to solicit competitive bids for application and UI design services

Engagement Cost & Payment Terms

The cost of the Diagnostic UI Assessment and Strategic Analysis is $3,495 USD. 50% of the engagement cost is required as an initial payment to start work. The final assessment is delivered 21-days after the application web review meeting. After the assessment, if the client chooses to engage with Catalyst on a full UI design project, 50% of the cost of the assessment will be credited to the full project.

Our Experience

We have helped over 400 companies design thick client, SaaS and mobile applications. We use a proven methodology refined by deployment in hundreds of engagements around the world and backed up by UI experts with many years of design and implementation experience. Our SaaS clients range from VC-funded Silicon Valley startups to Fortune 100 multinationals.


Contact us and let us show you what we can do in 21 days.

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