Support day-in-life of your financial advisors and their clients. Cognizant Advisor Workstation and Client Portal Redesign provides optimal experience and improved SLAs, adoption and performance. Our teams analyze processes, information sharing and collaboration needs across front, middle and back offices.

Cognizant Advisor Workstation and Client Portal Redesign offerings include:

• Client and advisor research, experience design, prototyping
• Functional assessment for workstation and portal capabilities based on business model, personas, omnichannel needs
• Features and roadmap creation for new experiences