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Case Study

Creating a finance marketplace bringing knowledge to the fingertips of users

Client

The Wealth Mosaic

Website

thewealthmosaic.com

The Challenge

For a business providing knowledge sharing and access to information, user experience is fundamental. Antiquated and outdated web- systems simply don’t stand up to the demands for instant information and access to knowledge banks.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. They tasked J B Cole, with solving a specific challenge. To transform their digital presence to facilitate the changing demands of their customer.

The Solution

We took on the challenge using our understanding of building complex Django systems and our focus on slick user experience. We created a financial services ecosystem enabling wealth managers to explore and browse financial products, solutions and service providers. We delivered a vastly improved architecture, overhauling the existing administrative usability. But we also delivered a transformational user experience, driving site performance.

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