We were engaged by a Tier-1 Global Investment and Asset Management firm to create a highly intuitive and personalised client portal for their Private Asset clients. The vision was to deliver an industry leading customer experience which would surpass the expectations of their clients and serve as a clear differentiator in the market place.
Beyond were able to accelerate the full process from strategy definition to vendor selection in just three months. This involved:
- leveraging our deep industry experience to rapidly establish the business and customer requirements for the portal
- using these requirements as the selection criteria to identify and filter potential vendors
- leading and managing the end-to-end vendor selection process