Mortgage Lending Services
Credit Suisse | First Boston
The primary focus of this project was to assess client needs and define the Scope of Work for the strategic redesign of existing B2B client-serving residential mortgage lending websites.
The Value Proposition
Challenges & Solutions
CSFB needed to develop strong brand identity, migrate three business lines to a common, integrated portal platform and roll out their web-based service as a private label that provides a “re-brand-able” business front-end for strategic partners.
We analyzed CSFB's needs, identified gaps and "points of pain", proposed viable solutions and examined the competitive landscape. Our Scope of Work document laid out a project plan for:
- Site Integration & reconciliation
- improvements to Functionality
- in-depth Competitive Analysis
- Customer Profile
- Cross-marketing with other CSFB Services
- Packaging the service as a Private Label
- Customer Support (Online/Embedded)
- Sales Support and Deal Desk
- “Back End” infrastructure
- integration of Business lines