SIMPLIFICATION

FINANCIAL SERVICES

Distilling Complex Information: User-Driven Design

For broker-dealers, retail banks and mutual-fund companies, Addison cuts the clutter and improves customer satisfaction. We cover all stages of the communications lifecycle, from operations to critical customer touchpoints, call centers to advisor tools.

Projects

Simplified forms systems

Communications audits

Simplified communications architectures

Customer onboarding

User-centered brokerage statements and performance reports

Functional websites

Clients

ADP
Bank of Montreal
Barclays
BNY Mellon
Citi
Fidelity
JPMorgan Chase
Loring Ward
LPL Financial
Merrill Lynch
Morgan Stanley Smith Barney

National Financial
Charles Schwab
TD Ameritrade
Thrivent Financial
UBS
Wells Fargo