In revenue
Employees
At a glance
Challenge
Scaling white-glove service delivery for the digital age by redefining the product experience.
Result
Pariveda defined a new product experience by designing a customizable customer portal with efficient customization, process transparency, easy data access, and simplified management of repeatable operations.Â
Impact
A clear product purpose and vision prepared our client to build project alignment and support to move into the Minimum Viable Product (MVP) implementation phase.
CommercialBank* provides wealth management services to high-net-worth individuals, operating 93 offices in 11 states, employing more than 5,000 personnel, and generating nearly $7 billion in revenue.
CommercialBank earned a reputation for providing exceptional client service through a high-touch, consultative experience, but growing pains created complexities in their service delivery.
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The Challenge
Envisioning a redefined product experience. Â
Customers highly value CommercialBank’s specialized industry knowledge and high-touch, consultative service. However, manual processes created difficulties in scaling products and their signature white-glove experience as the company grew.
CommercialBank partnered with Pariveda to redefine the product experience with a customizable customer portal.
The Result
How Pariveda established the North Star to advance product experience:
- Conducted interviews with C-level executives and finance directors about their experiences with the current product offering.
- Held workshops with internal stakeholders to unlock a customer-centric mindset, understand how the reimagined experience fulfilled customers’ needs, wants, and pain points, and developed key personas.
- Designed mockups for prioritized portal user flows and medium-fidelity wireframes that were validated and refined through additional customer interviews and internal stakeholder discussions.
The Impact
The solution positioned CommercialBank to reach ambitious growth goals of tripling their program base the next year.
Pariveda helped CommercialBank stay true to their white-glove customer service experience.
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Financial Services
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