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Case Study
Designing an industry-leading client portal on Salesforce Community Cloud
Client Challenges
A European asset manager (€1trn+ AUM) sought to build a new client portal on Salesforce Community Cloud. Despite strong internal design capabilities, the firm needed deep industry expertise and an external perspective to shape user stories, journeys, and UX/UI design. The project demanded a partner who could translate complex client needs into an intuitive digital experience.
alpha approach
Alpha brought deep asset management industry knowledge and a fresh perspective to partner with the European asset manager on the client portal design engagement. Working across client and digital functions, Alpha developed user stories and end-to-end user journeys tailored to the needs of investment management clients. The team delivered UX and UI design that reflected both industry best practice and the European asset manager’s specific requirements. Collaboration spanned digital, data, client marketing, and innovation and technology teams. The result was an industry-leading client portal on Salesforce Community Cloud that elevated the digital client experience.
How we delivered lasting value
Turning insight into impact
Industry-leading portal design delivered on Salesforce Community Cloud
Alpha designed a best-in-class client portal meeting the high standards of the US investment management market.
User-centered journeys built around client needs
Structured user stories and mapped journeys ensured the portal reflected real client behaviors and expectations.
Seamless UX and UI elevating digital client experience
Purposeful UX and UI design transformed complex requirements into an intuitive and engaging portal interface.
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