Credit Suisse Asset Management Portal

Credit Suisse Asset Management, along with their innovation team from the iAM Lab, recognized the importance of a truly interactive clickable prototype to properly test and ultimately deliver the best possible user experience for the new Asset Management Portal.

Traditional web prototypes often don't have the amount of flexibility needed for an agile development approach, resulting in static mock-ups and an untested result. That's why at Nerves we love to implement prototypes using real, made-for-production frameworks and technologies, allowing us to move fast and integrate changes and feedback across-the-board immediately.

With over 470 billion USD in assets under management, and 440 investment funds, the new Asset Management Portal will provide a key service for the wide array of customers and is part of the Credit Suisse push into digitalization.

Nerves was tasked to design and develop, over a set of seven sprints and fourteen weeks, a fully-functional clickable portal prototype, including the user interface, master layouts, key functionality and a staging backend for simple business logic and data warehousing. Our implementation even includes implementations of proprietary portfolio strategies and a fully functional fund filter and search mechanism.

The prototype caters for multiple user profiles and encompasses the requirements from multiple divisions at Asset Management. Serving as the foundation and gold-standard, the prototype has proven itself as very valuable throughout all phases of the rather complex and large portal IT project.