Digitizing the retail primary issuance
Simplified filing the retail tranche via wealth managers for IPOs and follow-on offerings: Digitized a phone-based process, enabling focus on relationship management. Client raised funds using v1 product
Retail Investments Dashboard
Overview
Finance technology firm with an end-to-end workflow technology platform that makes it easy for investment banks to source and interact with retail liquidity within the primary markets. Expero was engaged to assist in the revamp of the customer experience and front end usability for their order and digital IPO solution
Customer Opportunity
Multiple Challenges including:
- UI and User Experience-
- Custom Software Development
- Technology & Platform Integration
Delivered Results
UI and User Experience - The Expero team created new and innovative designs and workflow patterns in order to move from a manual XLS process to an interactive application with the desired feature requests. These were curated and defined using an agile project with low and high fidelity work products. The end goal was a comprehensive application and customer experience for the overall suite of products including the new portfolio experience
Custom Software Development - The team was able to build and extend the current customers platform and expand the current systems feature, over all usability and bring a new easy to use product to market
UI and User Experience - The Expero team created new and innovative designs and workflow patterns in order to move from a manual XLS process to an interactive application with the desired feature requests. These were curated and defined using an agile project with low and high fidelity work products. The end goal was a comprehensive application and customer experience for the overall suite of products including the new portfolio experience
Custom Software Development - The team was able to build and extend the current customers platform and expand the current systems feature, over all usability and bring a new easy to use product to market
Our Solution
Enhanced workflows and improved user experience and interface which increased effiency, usability and featured greater user capabilities and features.
Overview
Finance technology firm with an end-to-end workflow technology platform that makes it easy for investment banks to source and interact with retail liquidity within the primary markets. Expero was engaged to assist in the revamp of the customer experience and front end usability for their order and digital IPO solution
The Challenge
Multiple Challenges including:
- UI and User Experience-
- Custom Software Development
- Technology & Platform Integration
Our Solution
Enhanced workflows and improved user experience and interface which increased effiency, usability and featured greater user capabilities and features.
Our Approach
Deal Calendar
Orders Dashboard
Mobile Sign-in Screen
Offers List
Deal Creation
Let’s build your next-generation investor portal
Whether you’re replacing a legacy portal, consolidating fund data access, or building workflow automation into your investor experience — Expero can help you deliver a connected, scalable portal that serves every stakeholder.