PRODUCT REDESIGN

Transform Complex Financial Services Digital Products and Increase Market Share

PRODUCT REDESIGN

Transform Complex Financial Services Digital Products and Increase Market Share

OUR SOLUTION APPROACH

A User-Centered Outcome-Oriented approach to relaunching your digital products.

1

UNDERSTAND GOALS & ALIGN YOUR TEAMS

Define Target Outcomes

Start with clear, measurable business goals and initial requirements.

Customer Centric Research & Analysis

Deeply understand & identify customer needs through research.

2

IDEATE, PROTOTYPE, & ARCHITECT THE EXPERIENCE

User-Centered Design

Ideate and create innovative solutions that meet and align user needs with business goals.

Modern Architecture

Determine your future forward technology approach and direction.

3

TEST, REFINE, & PLAN

Refine & Update With User Testing

Test design and flow with real users and refine your direction early.

Road Map & Plan

Assess and prioritize requirements and features against UX value, complexity, and business goals. Develop and executable plan that drives towards priority outcomes.

4

BUILD, PILOT, & LAUNCH

Detailed Design and Implementation

Design & Build with confidence using your prioritized plan, design direction, and technical architecture.

Pilot, Launch, & Measure

Execute on your phased roll-out plan and adjust using qualitative and quantitative outcome measurements.

PROBLEMS WE SOLVE

Partnering with you to tackle your biggest challenges.

Market Share Decline

Addressing poor customer and user experiences.

Fragmented Products

Streamlining overlapping or outdated functionalities.

Engagement Drop-off

Improving user retention and closure rates.

AI-Enhanced Design

Creating experiences that take advantage of new AI capabilities.

Relevant INSiGHTS

OUR EXPERIENCE

Executing, providing direction, and accelerating our client’s road maps.

INSTITUTIONAL ASSET MANAGER

New Product Concept

Created a vision prototype for business leaders to utilize in shaping and communicating the strategic vision and roadmap for their new digital business to leverage core business into new channels.

PRIVATE EQUITY FIRM

Improved Data Analysis

Redesigned data analysis process by designing new application to perform specialized data reporting that enabled the portfolio management team to scale. .

RESEARCH FIRM

Client Portal Platform Redesign

Created a vision prototype for business leaders to utilize in shaping and communicating the strategic vision and roadmap for their new digital business to leverage core business into new channels.

TOP WEALTH MANAGER

Redesigned Advisor Workstation

Led ideation, strategy, advisor and client user research, and created new innovative leading-edge design to provide a better end customer experience and to better equip the advisors with data driven insights and triggers for action.

Project Types/Ways We Can Engage

Product Ideation

Innovation Sprints

Mobile First Strategy

Requirements Gathering

User Research & Insights

Contextual Inquiry

Ethnographic Studies

Rapid Application Design Sprints

Prototyping

AB Testing

Modern Architecture Definition

Roadmap Definition

Experience Design and UX

Visual Design and Concepting

Service Design

Usability Testing

FROM OUR CLIENTS

I have worked with the NovusNorth team over the past several years. They have been a great partner, and are experts in design and experience innovation.

Rich Cancro – CEO

Advisor Engine

FROM OUR CLIENTS

I have worked with the NovusNorth team over the past several years. They have been a great partner, and are experts in design and experience innovation.

Rich Cancro – CEO

Advisor Engine

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, NovusNorth

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.

More SOLUTIONS

NovusNorth Finanical Services

FINANCIAL SERVICES

Digital experiences and 
platforms for the financial services industry

Platform Modernization

PLATFORM MODERNIZATION

Optimize customer experience and reduce total cost of ownership

Consulting

We’re ready to help you envision and create great digital experiences that deliver your business outcomes.

Staffing

Quickly add the right talent to your digital product teams and accelerate your initiatives.