QFC Client Portal by Digital Caveman

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JUNE 2018

QFC Client Portal

An client-exclusive e-services and marketing portal for Qatar Financial Centre.

Brand

Web

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Background

QFC firms are using two separate portals. One portal for marketing updates, news and events, and another for e-services. The two portals have very different user experiences as they were designed by two different service providers.

Additionally, users are required to login to both portals with different credentials.

The client requested to merge the two portals into a new user friendly design and fresh interface.

E-Services Portal

Marketing Portal

the challenge

To design a responsive e-services web portal for a business and financial center.

The new portal would allow potential leads to apply online. It would also allow existing licensed firms to process their paperwork and fees online as well as receive news, events, contacts and various marketing material.

Deliverables

Personas

Ideation

Wire-frames

Visual Design

Through a series of closed meetings, I worked with the client to prioritize their business requirements.

"We want to create a single point of entry for potential clients, to do so, we think it's best to do it online"

"We want our clients to process their requests and receive their updates on the go"

"Some of our online forms are quite complex, we want to make it easier for the client to comprehend and follow through what they are filling"

we confirmed that we need to merge the two existing portals into one unified platform.

E-Services Portal

Non-responsive

Marketing Portal

Non-responsive

E-Services Portal

Responsive

User Types

Licensed Firm Employee

Employees of already licensed firms can access the marketing portal to receive news, events, key contacts, discounts, etc.

Single Point of Contact (SPOC)

Each licensed firm nominates one employee to be a SPOC. This employee is in charge of processing all the service requests on behalf of the other employees. Only SPOCs have access to the e-services portal.

New Applicant

Prospects who are looking to license their firm under QFC. This user only has access to the registration & licensing section under the e-services portal.