Usability Test | Publicis Sapient
Modernizing BNY Mellon’s Wealth Management Platforms for New Venture
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Methods: Qualitative
Usability Testing
In-Depth Interviews
Customer Journey Planning
User Persona Development
Client: BNY Mellon Pershing
Business Problem:
Pershing’s outdated Albridge wealth management platform lagged behind other Fin-Tech competitors, leading to customer loss and declining relevance.
Financial advisors shifting to independent practices drove demand for modern, user-friendly platforms.
Key Insights:
Frustration with disconnected data workflows highlighted the need for seamless integration across tools (i.e. CRM, reporting)
Complex data visualization demanded clear storytelling to improve productivity & decision-making
Impact:
Insights from this project directly lead to redesign of Pershing’s legacy Albridge platform and subsequent successful launch of integrated WOVE wealth management software.