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Case Study
Redesigning client portals to improve user experience and engagement
Client type
Alternatives Managers & Private Markets, Asset Management, Insurers, Wealth Management
Client Challenges
A European asset manager (€1trn+ AUM) needed a more intuitive and client-focused portal. Defining user journeys across complex requirements proved challenging internally. A clear structure and external perspective were required to progress effectively.
alpha approach
Alpha structured delivery into phased design and development stages to ensure clarity, alignment and effective decision-making throughout the project. We defined the information architecture, user journeys and design principles as the foundation for the portal experience. Functional components were developed iteratively, with regular stakeholder input helping to shape priorities and refine outcomes. Design decisions were continually validated against user needs and business requirements to ensure the solution remained practical, intuitive and outcome-focused. This delivered a cohesive portal design aligned with client objectives, user expectations and internal priorities.
How we delivered lasting value
Turning insight into impact
Intuitive interface improves access to investment data
Clear design simplifies access to performance, allocation and transactions. Users navigate information quickly and consistently.
Enhanced functionality streamlines client interactions
Search, comparison and transaction capabilities improve usability. Supports more efficient and seamless client journeys.
Robust architecture enables future platform evolution
Structured information model supports ongoing enhancements. Platform adapts to evolving client and business needs.
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