Success Stories

The Financial Compass 3.0 for The Capital Group

The Financial Compass 3.0 for The Capital Group

IHI reimagined Capital Group’s financial platform with AI-driven insights, user-centric design, and collaborative workflows—enhancing decision speed, reducing support needs, and increasing team alignment.

Overview

The Capital Group, a leading global investment management firm, sought to modernize its enterprise financial management platform—The Financial Compass 3.0—to enhance how funds, portfolios, and key financial decisions were managed.

IHI led the UX strategy, research-driven design, and iterative prototyping, ensuring the new platform prioritized risk management, mobility, accessibility, cross-functional collaboration, and performance tracking. The solution empowered users with a seamless, intuitive experience that reduced errors and increased efficiency across investment teams.

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Client

Sector

Finance

ProjectType

B2C

Services Provided

==The Challenge==

The Capital Group faced critical challenges in optimizing its internal financial workflows:

  • Complex & Inefficient User Workflows: Portfolio managers, analysts, and executives struggled with time-consuming, manual processes.
  • Lack of Role-Based Customization: Users had different data access needs, but the system did not accommodate tailored experiences.
  • Ineffective Cross-Team Collaboration: Teams relied on disparate systems, making it difficult to align on key financial decisions.
  • User Anxiety Over Errors & Data Accuracy: Users lacked confidence in system interactions, leading to frequent IT support requests.

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==The Solution==

IHI developed a modern, AI-enhanced enterprise financial platform, integrating streamlined workflows, intuitive UI design, and dynamic financial data visualization.

Key Features Implemented:

  • AI-Powered Financial Dashboard – Provided real-time performance tracking, forecasting insights, and interactive data visualization.
  • Role-Based Customization & Personalized Workspaces – Allowed users to tailor their interface and reports based on roles and workflows.
  • Seamless Multi-User Collaboration – Enabled cross-functional financial decision-making with integrated commenting and workflow approvals.
  • Intelligent Error Prevention & Risk Management – Built-in UX safeguards to reduce user anxiety over errors and improve data accuracy.
  • Scalable Mobile & Web Accessibility – Ensured a responsive, seamless experience across devices, optimizing accessibility for remote teams.

User-Centric Design Approach

IHI prioritized real-world user insights to ensure the Financial Compass 3.0 met business needs effectively.

  • Contextual Surveys & Ethnographic Research – Conducted on-site observations and surveys to understand pain points in financial workflows.
  • Detailed Personas & Journey Mapping – Created role-based personas (Portfolio Managers, Analysts, Executives, Administrative Staff) to define user needs and decision-making challenges.
  • Iterative Wire-framing & Prototyping – Developed low-to-high fidelity wireframes, refining designs based on user feedback and usability testing.

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==The Outcome==

IHI’s redesign of The Financial Compass 3.0 significantly improved efficiency, collaboration, and decision-making: 

  • Reduced workflow inefficiencies by 40%, enabling faster financial decision-making.
  • 50% reduction in IT support requests, eliminating user anxiety over errors and navigation issues.
  • Enhanced collaboration across investment teams, improving multi-user engagement and workflow alignment.‍
  • Faster onboarding and adoption, ensuring users could intuitively interact with the system with minimal training.