Navigating the Digital-First Frontier in Financial Services.
Date
2019 - 2021
Area of Work
UX Direction, Design System
Industry
Finalcial, Investments
The financial services industry changes as fast as the markets.
Transparency has gone mainstream, and new technologies are reshaping digital experiences for a new generation of investors.
We partnered with John Hancock Investments on their digital transformation journey with a goal to solve some of the industry's largest operational challenges, and to provide financial advisors with the content and compelling digital services that matter most.
As the financial services industry shifts toward more transparent products and investment vehicles, data is now the critical factor in justifying financial decisions.
Our first order was to help John Hancock Investments address the challenge of integrating and distributing in-depth financial product data across the enterprise. We sought to ensure that the firm’s industry-leading insights could be easily accessed by investors and advisors.
We partnered with John Hancock Investments’ marketing, product, IT, and compliance organizations to surface complex financial data and associated risk and fee disclosures. Then, we collected them in a single system for distribution in print and digital channels across the enterprise.
We call this system “Maestro.” It’s an investment data, automation, and API platform custom built to enable digital transformation of the asset management experience.