A global leading asset manager’s existing client-facing portal provided limited access to information and services, and made it impossible to self-initiate critical actions (e.g., transaction processing, submitting inquiries, settling invoices, and wire instructions). Key processes such as onboarding—as well as many routine client requests—had to be completed manually via email, resulting in delayed response times, increased administrative costs, and a poor client experience overall. Furthermore, management had little visibility into client portal usage and other key client metrics that could be used to iterate process improvements or support up- and cross-sell opportunities.