Skip to streaming links

MS Unified Billing

We developed a user-friendly, unified billing app for Morgan Stanley to replace their outdated system. The new application streamlined operations, reducing errors, increasing efficiency, and accelerating workflow for the global financial services firm.

Accomplishments

  • Cut billing time from 9 minutes to 2 minutes
  • Developed a unified data view for all teams
  • Boosted response times with live collaboration
  • Added intelligent technologies for greater efficiency

Problem

The client and institutional billing teams work inefficiently because their outdated systems don’t communicate in real time, and many tasks are done manually in Excel

Strategy

Transform decades of complexity into a new, streamlined experience by identifying key pain points through research, mapping personas of all user groups, analyzing current information architecture, and pinpointing essential data points.

Strategy

Workshop

Creating a common view with shared columns in the main search result table helped all user groups work together more efficiently and collaborate better

Strategy

AI smart alert

Our solution leveraged AI to spot when past billing changes don’t follow the rules (SEC or Morgan Stanley) and alerting us when something is wrong

How we worked

We worked closely with the product and development teams to define a clear plan for this project, creating a roadmap for success. We ensured the application met WCAG 2.1 AA standards and followed the client’s design system, delivering an accessible and cohesive experience

Let’s talk
Let’s talk
Let’s talk
Let’s talk

Ready to Transform Your Digital Experience?

Get a free consultation
Certified By
HUBZone SBA certification Port Authority of New York and New Jersey New York City Minority Business Enterprise Small Business Enterprios New York New Jersey Minority Supply Diversity Council

© Copyright 2024 YNO Designs. All rights reserved