Sales tool: Investment bank
The client: Barclays Capital
The challenge: Barclays Capital asked us to review its under-used cross-bank sales tool, specifically to:
- Design a single, cross-bank view of client relationships and interactions
- Drive adoption within key user groups to improve the quality and quantity of user-driven data
- Improve the tool's usefulness and useability
Methods: We conducted user observation sessions and stakeholder interviews to identify ‘killer features'.
These would make the tool indispensible to the target users and therefore increase adoption.
We worked closely with working groups of target users to review, refine and modify our ideas and to develop them into full design specifications.
Results: An effective, widely adopted sales tool.
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