The Results
BLDG25 delivered a comprehensive redesign and multi-version enhancement roadmap in five months. We are working with Ameritas and other external teams to integrate this new experience into their existing record-keeping platform.
New Tools
for The Modern Financial Advisor
Ameritas
Financial advisors require ease of use in the tools they use to service clients and administer services. Advisors manage a number of complex profiles at the same time and need comprehensive, user-friendly tools for managing and reporting information. This idea was true for Ameritas. Their Third Party Administrator portal needed to be revitalized in order to meet the needs of their financial advisors and maintain their best-in-class client management capabilities.
Ameritas
Financial advisors require ease of use in the tools they use to service clients and administer services. Advisors manage a number of complex profiles at the same time and need comprehensive, user-friendly tools for managing and reporting information. This idea was true for Ameritas. Their Third Party Administrator portal needed to be revitalized in order to meet the needs of their financial advisors and maintain their best-in-class client management capabilities.
WHAT WE DID
Problem
With numerous advisors managing many retirement plans at once, Ameritas needed a redesigned TPA. This new tool needed to streamline plan management, reporting, guidance, and client management while maintaining Ameritas’ reputation as a trusted and reliable partner.
Solution
Using revised themes and personas generated from our behavioral design process, we built a new end-to-end user experience (UX). The new UX utilizes new design patterns and available components focused on streamlining common user tasks and increasing user effectiveness.
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