Technology & Design

Antiquated and outdated web-systems simply don’t stand up to the demands for instant information and access to knowledge banks.

 

The Wealth Mosaic is a global financial marketplace and one-stop-shop for wealth managers to source financial solutions and services. 

The Challenge

The Wealth Mosaic tasked J B Cole with transforming their digital presence with the ultimate goal of facilitating the changing demands of their customer. We got to know the brand inside out, developing a strong sense of the needs and their vision for the improved digital offering.

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The Impact

We took on the challenge using our understanding of building complex Django systems and our focus on providing a smooth user experience. In order to deliver this, we created a financial services ecosystem which further enabled wealth managers to explore and browse financial products, solutions and service providers.

We delivered a vastly improved architecture, overhauling the existing administrative usability. These components contributed to the overall transformational user experience, driving site performance and meeting the needs of the client.

The Results

  • 1526 Vendor solutions
  • 710 Financial vendors
  • 400 Content resources

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Technology & Design

We use data-driven insights and UX methodologies to understand the needs of your current customers, future prospects, and employees. Coupled with a detailed knowledge of your business and ongoing challenges, we build tailor-made technology solutions including websites, bespoke software, digital experiences or ecosystems.

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