Making information approachable, usable and insightful
For 25 years, we have collaborated with our clients to create innovative financial data visualizations and user experiences. Our design team is a 50-person, multi-disciplinary group of dedicated creatives driven by a passion for the design and display of complex data and the workflows used to interact with it. We create designs that deliver the best experience for the end user and the most buildable solution.
- Research and consulting
Satisfy the early stage initiatives you need to secure funding or realize project scope. Deliverables include internal pitches, information architecture diagrams, style guides and requirements.
- Visual design-only engagement
Our team can satisfy all design needs, augment your internal team or collaborate with your agency in this engagement model
- Interactive prototyping
We test key workflows, demonstrate screen transitions and convey the overall interactivity of the designs to help your technical team develop a greater understanding of how to approach the build
- Design, development and deployment
This is our typical engagement model and includes the definition and design that allow our specialized teams to build a solution that engages your clients
High-density experiences that consistently perform
By combining the latest UI technologies with advanced architectural standards and a deep understanding of the underlying data, we create custom user experiences that maximize the value of your data investment.
Highly modular and lightweight interfaces, combined with exhaustive user analytics and sophisticated rules engines, allow for any level of optimization, segmentation or personalization that your business demands and can cover the entire user lifecycle from acquisition through retention and upsell.
- User analytics
We collect and integrate user data, including leveraged CRMs, behavioral data, search criteria and more, for analysis and application
From the web to rich media text messaging to PDF reports, from mobile apps to smart home integrations to personalized video emails, our implementations can go wherever your users do
Beyond being low-latency, high-volume, and high-quality, all of our implementations take advantage of our private cloud and development-driven infrastructure—ensuring scalability, reliability, transparency and iterative delivery capabilities
Optimized Data Platform
Onboarding content and enhancing output for faster time to market
From real-time, streaming market data to highly curated proprietary datasets, the scale and leverage of our data platform delivers high-quality data aggregation and enrichment in a fraction of the time and cost that a ground-up solution would require.
We consume 3,000+ inbound data feeds from 1,350+ unique sources of fielded content, documents and streaming data in a variety of formats, including flat files, XML, large text blocks, portfolio data, PDF and video.
We seamlessly combine content from disparate sources, to create provider-agnostic searches, filters and displays. Aggregations are customized to your criteria and are fully compliant with all entitlement and attribution requirements
- Data enrichment
Your data experience is enhanced through advanced analytics, custom calculations, and other derived content, including event-based triggers. Enriched data can be normalized alongside fielded and user-generated data to create optimal insight and business value.
- Service provider management
Our data process event management systems, combined with our deep relationships with many of the industry’s leading data providers, allow for the efficient and effective management of data acquisition