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.

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.

Ideate, Prototype, & Architect
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.

Test, Refine, & Plan
Refine & Update With User Testing
Test design and flow with real user and refine your direction early.
Road Map & Plan
Assess and prioritize requirements and features against UX value, complexity, and business goals. Develop an executable plan that drives towards priority outcomes.

Build, Pilot, & Launch
Implementation
Design & Build with confidence with prioritized plan, refined design direction, and technical architecture.
Pilot, Launch, & Measure
Execute on your phased roll-out plan and adjust using qualitative and quantitative outcome measurements.
Capability Building
Empowering clients with the leadership and skills to succeed.
1. Identify
To lay the foundation for our approach, we immerse ourselves in the field to gain a comprehensive understanding of the customer ecosystem, work processes, and the behaviors driving the demand for your products or services. Simultaneously, we delve deep into the technology landscape, assessing existing platforms, and examining the current technology standards and capabilities within your organization. Our goal is to identify opportunities for platform modernization and digital experience enhancement.
2. Ideate & Architect
In this phase, we explore a spectrum of solutions, focusing on designing an exceptional digital experience that aligns seamlessly with how your customers work. Our aim is to create a unified platform that integrates and modernizes existing products while enabling sustainable growth as your business expands. We also define a future-state technical architecture that supports this vision, ensuring a holistic approach to platform modernization and digital transformation.
3. Design & Implement
This is where the detailed design and construction of the platform come to life. We meticulously craft the platform’s navigation, information architecture, interaction design, and user interfaces, all while incorporating a modern and cohesive look and feel. Our skilled technologists undertake the implementation of the core system, the front-end components, and any necessary integrations. Through rigorous quality assurance (QA) processes, we ensure that the platform functions seamlessly, meeting the requirements of a unified and modernized digital experience.
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
Leading digital consultancy introduces comprehensive offering to redesign, streamline and upgrade legacy digital products for enhanced CX, cost efficiency.
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
The start of a product initiative sets the course for success or failure. Here are 6 essential questions you must answer to create a foundation for a winning product.
By Dave Cowing
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.
Leading Provider of Clearing and Settlement Services
We delivered a future state architecture and design direction for a leading provider of clearing and settlement services. The vision is designed to bring 6 products together into a single platform, designed around the customers core business flow. The effort provided the foundation for a multi-year effort to implement the unified platform and migrate clients over. The objectives were reducing the cost of maintaining and enhancing diverse products, as well as improving the customer experience, make it easier to cross-sell products.
A Leading Provider of Trading Services
Designed a unified multi-asset class trading platform with client product team. Solution provides single (new) distribution/revenue channel for global markets products + services and simplifies access for clients while reducing costs through automation. The platform brings together execution capability across multiple asset classes and enables federated development through the use of an FDC3 compliant framework that allows independent elements on the UI to communicate with each other.
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 Engines
FROM OUR CLIENTS
When we embarked on consolidating a half dozen digital products into a single, modern platform, we turned to NovusNorth to help us with a unified future state architecture, as well as a strategy to create a customer-oriented digital experience.
Director of Technology
Major Financial Services Firm
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.