Bank of America – Portfolio Advisor Design

Bank of America Increases Productivity of Investment Bankers & Risk Managers with Portfolio Advisor Intranet

Bank of America engaged Vialogix to transform its Portfolio Advisor Intranet application into a much more efficient resource that aligned more effectively with the work environment of its investment banker and risk manager user base. Working with Bank of America’s design and development team, Vialogix conducted extensive user interviews to uncover what they truly needed. Analysis of the user’s work environment revealed that they operated in a fast-paced environment with constant interruptions which made fast access to key information critical to support their deals.

The resulting design had a much more wholesale feel and required far more information to be on screen than in other Vialogix work. The implementation included complex CSS and AJAX to enable scrolling and rollovers that displayed that information and avoided extra clicks within the site. Vialogix delivered a solution that enabled power users to obtain information quickly and at a glance as they multi-tasked.

By designing the interface so that information was easy to access and use, Vialogix increased use of the Portfolio Advisor application by over 80%. The tool also enabled users to close more deals in less time due to the significant amount of information they could access from the integrated application.