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CASE STUDY
Old Mutual Capital Brings Consolidated View to Multiple Participants
“Molecular has played a
key role in the success
of our web consolida-
tion project. The new
site not only strength-
ens our brand, but
complements our goal
of providing superior
service and support to
fi nancial advisors and
their clients. Molecular’s
quality of work, energy
and creativity clearly
sets them apart.”
Tom McLain, Senior Vice President - Director of Technology, Old Mutual Capital
CHALLENGE Old Mutual Capital (OMCAP) maintained separate web sites for its custom-ers: one for individual investors and another for the fi nancial advisors who serve them. The sites differed considerably in terms of design, customer experience and back-end systems, and ran the risk of having duplicated content. OMCAP wanted to consolidate the sites into a single, unifi ed chan-nel that would provide rapid access to investment and product information while delivering specifi c content relevant to each audience.
APPROACH Using an agile development process, Molecular developed an innovative and content-rich site that provides a single online point of entry into all of OMCAP’s investment products and services. The site, which provides separate portals for fi nancial professionals and individual investors, sup-ports the content and features specifi c to the needs of each audience while unifying the brand online. Innovative features include:
• Scrolling ‘spotlights’ and rollover menus substantially increase the amount of content available on the home page.
• The use of tabs enables customers to easily navigate through product information for a specifi c fund, and a printer-friendly link concatenates the information from all of the tabs for easy printing.
• Crosshair rollovers facilitate product comparison by highlighting specifi c rows and columns in a data table, helping customers focus on one specifi c factor.
• An innovative Pure Performance Monitor (PPM) tool aids fi nancial professionals by enabling them to illustrate the historical returns of hypo-thetical investments in OMCAP’s asset allocation funds. The tool helps the investor understand the diversifi cation within the funds and the contributions of distinct asset classes to the overall fund performance.
BENEFITS • The new site clarifi es the Old Mutual brand and provides fi nancial advisors
and individual investors with rapid access to investment and product information relevant to their needs.
• The consolidation of information enables OMCAP to leverage a common technology platform, reduce maintenance overhead and achieve cost savings through the reuse of value-added content.
In 2007, the Old Mutual Capital
web site was awarded a STAR
Award for Best Retail Home Page.
Molecular, an Internet consulting firm, designs and builds digital solutions to help companies increase revenues and decrease operating costs. Since 1994, Molecular has directed successful Web initiatives for the nation’s top companies, including The Finish Line, Inc., Fidelity Investments, MFS Investment Management, Hewlett-Packard and Talbots.
CASE STUDY
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BOSTON NEW YORK SAN FRANCISCO WWW.MOLECULAR.COM LINKED BY ISOBAR
Tabbed browsing enables customers to easily navigate through product information for a specific fund. In addition, a printer-friendly link concatenates the information from all of the tabs for easy printing.
To facilitate the comparison of products, the row and column that the customer is pointing at are highlighted, helping the customer focus on one specific factor in a data table.
The Pure Performance Monitor (PPM) uses actual portfolio performance, in conjunc-tion with hypothetical account information, to present a scenario indicative of how an investment in one of the asset allocations funds would have performed.
Developed in XML, the ‘spotlight’ scrolls to reveal additional featured content, and a rollover menu activates a list of sub-menu items that provide textual descriptions and links to related content.