Project Description
Delivering an Integrated Digital Experience
Post-Merger
Project Description
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Following the acquisition of another wealth manager, our client was seeking to integrate the new business into its financial advice and customer sales and support digital platform.
What We Did
- Design and develop a new adviser portal using a best of both approach from the 2 existing portals and to migrate the advice network to the new planner portal. Migrate customers from 1 customer portal to the preferred incumbent customer portal.
- Overall program and IT project management, project mobilisation and execution
- Roadmap design and delivery, establish and evolve the governance model throughout life of the project
- Business and technical analysis
- Content migration from public and secure sites to the new portal
- Migration of over 14,000 advisers and 20,000 customers to the new adviser and customer portals
Outcomes Delivered
- Established the foundation digital platform which would enable the client to deliver the strategic transformational planner and customer digital experience
- Consolidation on to 1 adviser portal and 1 customer portal providing an enhanced digital experience and removing infrastructure and licensing costs and providing people synergy benefits
- Consolidation of processes and supporting technologies through a single front end interface to the planner and customer
- Consolidation of 3 content management systems
- Establishment of a single operating model to support planners and customers across the new merged entity
- Ownership and management of program budget (~$30m), schedule, and resources (~80 FTEs)
Project Details
- IndustryWealth Management
- Service LineCustomer Experience