FINANCIAL SERVICES
Digital experiences and platforms for the financial services industry
FINANCIAL SERVICES
Digital experiences and platforms for the financial services industry.
SEGMENTS WE SERVE
Fintech, Digital Banking, Digital Assets & Blockchain
Wholesale, Institutional & Investment Banking
Asset & Wealth Management
Retail, Consumer & Commercial Banking
Market Infrastructure and Industry Utilities & Exchanges
Insurance
Fintech, Digital Banking, Digital Assets & Blockchain
Wholesale, Institutional & Investment Banking
Asset & Wealth Management
Retail, Consumer & Commercial Banking
Market Infrastructure and Industry Utilities & Exchanges
Insurance
Whether it’s modernizing a suite of trade processing products, envisioning the future of digital personal investing, creating a trading user interface, or designing and building a treasury management platform, we combine deep experience across all segments of financial services with expertise in designing and implementing digital experiences that drive meaningful outcomes for your business.
Whether it’s modernizing a suite of trade processing products, envisioning the future of digital personal investing, creating a trading user interface, or designing and building a treasury management platform, we combine deep experience across all segments of financial services with expertise in designing and implementing digital experiences that drive meaningful outcomes for your business.
Relevant INSiGHTS
We will be showcasing our team’s experience in designing and building platforms spanning the value chain in structured finance and capital markets from onboarding and account opening to funding, securitization, trading, portfolio management, administration, servicing and trust/custody.
By NovusNorth
Good design is about more than how a digital application works; it’s about driving meaningful outcomes. Listen in to our conversation with Bob Troyer on how design creates meaningful differentiation for product leaders, how companies are approaching it, and what tips he has for maximizing results.
By NovusNorth
Following a successful launch of a redesigned digital experience for all Investor Services products and services with their Infuse platform, Brown Brothers Harriman is shifting to think about their next big thing. Listen in to our conversation with Jim Tessmer to learn how he is approaching digital as a product and creating entirely new, digital first, services.
By NovusNorth
OUR EXPERIENCE
We have deep experience across all segments of financial services. Our team members have an average of 20 years of experience.
Leading Global Private Equity Firm
Designed and developed a digital analytics platform, that would provide insights to various teams in the organization and portfolio. The system enabled rapid configuration of the parameters for analysis, enabling the ability of the organization to scale analytics at a lower cost and fast turnaround
Global Financial Services Leader
Designed and developed a digital analytics platform, that would provide insights to various teams in the organization and portfolio. The system enabled rapid configuration of the parameters for analysis, enabling the ability of the organization to scale analytics at a lower cost and fast turnaround.[Need image
Global Financial Services Firm
Designed a journey-based prototype articulating the vision of the firm’s digital self-directed wealth management platform along the customer journey from initial onboarding to post-retirement planning. This Figma-based prototype is used to help senior executives present the nascent business to key internal and external stakeholders as part of budgeting, executive updates, and client pitches.
Powerhouse Institutional Trade Processor
Created strategy for modernizing the firm’s institutional trade processing solutions, a suite of 6 applications that were on disparate technology stacks, to lower cost of ownership, improve client experience and upgrade to newer technologies and tools. The strategy called for implementing a modern technology stack, unifying and integrating the applications into one product suite, streamlining workflows, reducing manual effort from client user staff, lowering risk of adoption and reducing total cost of ownership.
Leading Global Private Equity Firm
Designed and developed a digital analytics platform, that would provide insights to various teams in the organization and portfolio. The system enabled rapid configuration of the parameters for analysis, enabling the ability of the organization to scale analytics at a lower cost and fast turnaround.
Global Financial Services Firm
Designed a journey-based prototype articulating the vision of the firm’s digital self-directed wealth management platform along the customer journey from initial onboarding to post-retirement planning. This Figma-based prototype is used to help senior executives present the nascent business to key internal and external stakeholders as part of budgeting, executive updates, and client pitches.
Powerhouse Institutional Trade Processor
Created strategy for modernizing the firm’s institutional trade processing solutions, a suite of 6 applications that were on disparate technology stacks, to lower cost of ownership, improve client experience and upgrade to newer technologies and tools. The strategy called for implementing a modern technology stack, unifying and integrating the applications into one product suite, streamlining workflows, reducing manual effort from client user staff, lowering risk of adoption and reducing total cost of ownership.
Global Financial Services Leader
Designed and developed a digital analytics platform, that would provide insights to various teams in the organization and portfolio. The system enabled rapid configuration of the parameters for analysis, enabling the ability of the organization to scale analytics at a lower cost and fast turnaround.[Need image]
OUR EXPERIENCE
We have deep experience across all segments of financial services. Our team members have an average of 20 years of experience.
Leading Global Private Equity Firm
Designed and developed a digital analytics platform, that would provide insights to various teams in the organization and portfolio. The system enabled rapid configuration of the parameters for analysis, enabling the ability of the organization to scale analytics at a lower cost and fast turnaround.
Global Financial Services Firm
Designed a journey-based prototype articulating the vision of the firm’s digital self-directed wealth management platform along the customer journey from initial onboarding to post-retirement planning. This Figma-based prototype is used to help senior executives present the nascent business to key internal and external stakeholders as part of budgeting, executive updates, and client pitches.
Powerhouse Institutional Trade Processor
Created strategy for modernizing the firm’s institutional trade processing solutions, a suite of 6 applications that were on disparate technology stacks, to lower cost of ownership, improve client experience and upgrade to newer technologies and tools. The strategy called for implementing a modern technology stack, unifying and integrating the applications into one product suite, streamlining workflows, reducing manual effort from client user staff, lowering risk of adoption and reducing total cost of ownership.
Global Financial Services Leader
Designed and developed a digital analytics platform, that would provide insights to various teams in the organization and portfolio. The system enabled rapid configuration of the parameters for analysis, enabling the ability of the organization to scale analytics at a lower cost and fast turnaround.[Need image]
Delivering Value Across Financial Services
Treasury and Payments Platforms
Fixed Income / Structured Finance Securitization, administration, and servicing platforms
Institutional Dark Pool Trading
Private Equity Investment and Sales Tools
Custody, Trust, and Transfer Agency Service Design
Mutual Funds Wholesaler Portal
Hedge Fund Employee Shared Services Portal
Compliance and Risk Platforms
Asset Allocation and Portfolio Management Platform
FX Trading Exchange
Industry Utility for KYC/AML
Sample Personas That We Have Designed For:
End Clients and Customers
Treasurers
Traders
Portfolio Managers
Wealth Advisors
Heads of Compliance
Operations Professionals
Merchants/SMBs
Sample Personas That We Have Designed For:
End Clients and Customers
Treasurers
Traders
Portfolio Managers
Wealth Advisors
Heads of Compliance
Operations Professionals
Merchants/SMBs
Experience Strategy
Experience Design
Technology & Development
Product & Delivery
Experience Strategy
Experience Design
Technology & Development
Product & Delivery
WHAT SETS US APART
We aren’t just any other consultancy. Aside from our deep industry expertise and award-winning consulting teams, we bring existing knowledge, experience and community to our clients.
WHAT SETS US APART
We aren’t just any other consultancy. Aside from our deep industry expertise and award-winning consulting teams, we bring existing knowledge, experience and community to our clients.
Jump Starters
Our Jump-Start packages equip financial institutions with the foundational elements needed to accelerate their digital transformation journeys. These packages include pre-built modern personas, customer journey maps, and other essential artifacts that serve as a springboard for designing and developing client-centric digital solutions. By leveraging these packages, clients can save valuable time and resources while ensuring alignment with best practices.
Client Peer Community
NovusNorth recognizes the value of fostering collaboration and knowledge-sharing among our clients. You asked, and we are developing a unique client community, providing a platform for financial institutions to connect, exchange insights, and learn from one another. This forum empowers our clients to stay abreast of industry trends, share success stories, and collectively drive innovation in the financial services space. Heck, some have even hired each other after meeting through our community!
WHAT SETS US APART
We aren’t just any other consultancy. Aside from our deep industry expertise and award-winning consulting teams, we bring existing knowledge, experience and community to our clients.
WHAT SETS US APART
We aren’t just any other consultancy. Aside from our deep industry expertise and award-winning consulting teams, we bring existing knowledge, experience and community to our clients.
Jump Starters
Our Jump-Start packages equip financial institutions with the foundational elements needed to accelerate their digital transformation journeys. These packages include pre-built modern personas, customer journey maps, and other essential artifacts that serve as a springboard for designing and developing client-centric digital solutions. By leveraging these packages, clients can save valuable time and resources while ensuring alignment with best practices.
Client Peer Community
NovusNorth recognizes the value of fostering collaboration and knowledge-sharing among our clients. You asked, and we are developing a unique client community, providing a platform for financial institutions to connect, exchange insights, and learn from one another. This forum empowers our clients to stay abreast of industry trends, share success stories, and collectively drive innovation in the financial services space. Heck, some have even hired each other after meeting through our community!
FROM OUR CLIENTS
I have worked with the NovusNorth team multiple times over the years. They have been a great partner and are experts in experience innovation and design.
Rich Cancro
CEO, AdvisorEngine (A Franklin Templeton Wealth Company)
FROM OUR CLIENTS
I have worked with the NovusNorth team multiple times over the years. They have been a great partner and are experts in experience innovation and design.
Rich Cancro
CEO, AdvisorEngine (A Franklin Templeton Wealth Company)
Let’s Talk!
Trying to find your new north? Get in touch to find out how we can work together to achieve the business outcomes you need.
Let’s Talk!
Trying to find your new north? Get in touch to find out how we can work together to achieve the business outcomes you need.
SOLUTIONS
