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Molecular, Old Mutual Capital Case Study

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With an innovative and content-rich site redesign OMAM now speaks with one brand message and builds trust with financial advisors and individual investors with rapid access to investment information relevant to them.
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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 financial 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 financial 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, unified chan- nel that would provide rapid access to investment and product information while delivering specific 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 financial professionals and individual investors, sup- ports the content and features specific 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 specific fund, and a printer-friendly link concatenates the information from all of the tabs for easy printing. Crosshair rollovers facilitate product comparison by highlighting specific rows and columns in a data table, helping customers focus on one specific factor. An innovative Pure Performance Monitor (PPM) tool aids financial 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 diversification within the funds and the contributions of distinct asset classes to the overall fund performance. BENEFITS The new site clarifies the Old Mutual brand and provides financial 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.
Transcript
Page 1: Molecular, Old Mutual Capital Case Study

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.

Page 2: Molecular, Old Mutual Capital Case Study

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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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.


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