Revamp ClientFirst to improve its usability, efficiency, and adoption by providing:

• A user-centered design that streamlines access to critical client data.
• Enhanced usability through better navigation, modern design, and intuitive workflows.
• A unified platform for actionable insights, supporting diverse business use cases.

Key Insights:

• The original ClientFirst 1.0 faced challenges such as cluttered navigation, poor readability, difficult-to-find content, and fragmented workflows, leading to low adoption.
• Users required a tool that quickly delivered key client intelligence metrics and allowed self-service customization to fit their unique workflows.
• Enhanced aesthetics and intuitive layouts were necessary to improve user engagement and satisfaction.

The original ClientFirst 1.0 had a fragmented user experience, including:

• Usability issues: Difficult-to-find icons, poor alignment, and unintuitive navigation.
• Inefficiency: Too many steps to access desired information and cluttered content.
• Low adoption rates: A direct result of these challenges, leading to inefficient workflows.

The goal was to redesign the platform to enhance its usability, efficiency, and user adoption by addressing these critical pain points.

Using a user-centered approach, ClientFirst 2.0 delivers an enhanced experience with:

Key Enhancements

1. Streamlined Content Organization

   • Improved layout for displaying client data such as RWA footprint, Funding-to-Revenue, and client value by region, product, and classification.
   • Consolidated key metrics into an intuitive dashboard, providing users with an at-a-glance view of critical information.

2. Modernized Aesthetics

   • Redesigned UI with a clean, responsive layout, featuring modern elements like rounded corners on tiles and updated color schemes for better readability.
   • Increased font sizes and optimized spacing for an improved visual hierarchy.

3. Improved Search and Navigation

   • Enhanced search functionality to quickly locate specific client data.
   • Introduction of tabbed navigation for streamlined access to client-specific insights, including top gainers/decliners and portfolio segmentation.

4. Customizable Widgets

   • Widgets are now adjustable and reorderable, allowing users to personalize their dashboards based on their unique workflows.

5. Enhanced Usability

   • Simplified access to key functions by improving button/icon visibility and reducing the number of steps required to access data.
   • Fixed data cutoff issues and eliminated irrelevant content for a more focused experience.

6. Data Visualization and Insights

   • Introduced better visualizations for complex data sets, such as client analytics and funding-to-revenue metrics.
   • Dynamic, interactive graphs and charts for actionable insights.

1. Improved User Experience

   • Enhanced navigation, readability, and search functionality made the platform significantly more user-friendly and intuitive.

2. Increased Adoption Rates

   • The redesign addressed key usability issues, driving higher engagement and adoption among users.

3. Efficiency Gains

   • Streamlined workflows reduced the time required to find and analyze client data, improving overall productivity.

4. Customizability and Scalability

   • The ability to personalize dashboards and workflows ensures ClientFirst 2.0 remains adaptable to diverse user needs, supporting future growth.

5. Stronger Client Insights

   • Users can now access comprehensive, consolidated client intelligence in one place, enabling better decision-making and enhanced client value delivery.