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MACQUARIE BANK

MACQUARIE BANK

Adviser Online is a new, intuitive, and personalised portal designed to streamline client and account management tasks. It offers various features to improve user experience, such as enhanced navigation, payment control, and access to essential account information, making it easier to manage client interactions efficiently.

THE CHALLENGE


The development of the Adviser Online platform was a collaborative effort involving several key consultants from Sirius Business Solutions. Our Product Owner led the project, defining the vision and ensuring alignment with business goals, while the Digital Business Analyst translated these goals into actionable requirements.



THE SOLUTION


  • Collaborated with stakeholders to define the vision for Adviser Online, aligning it with business goals and user needs.


  • Product Owner led the strategy, setting objectives and prioritizing key features.


  • Digital Business Analyst translated business goals into a clear development roadmap.


  • Pega Engineer implemented automation, improving advisor productivity.


  • Lead Java Engineer, with Senior Engineers, ensured back-end scalability, security, and system integration.


  • Angular Developer focused on creating an intuitive, responsive user interface.


  • Product Designer refined the platform's UI/UX for ease of use and adoption.


  • Technical Support Engineer ensured real-time issue resolution, stabilising the platform.



OUR APPROACH/ PROCESS


We began by working closely with stakeholders to capture the vision for the Adviser Online platform, ensuring alignment with both user expectations and business objectives. Our Product Owner set the strategic direction, while the Digital Business Analyst translated these goals into actionable steps. A combination of our engineering team, including Pega, Java, and Angular specialists, streamlined processes, built a robust system infrastructure, and created an intuitive user experience. Throughout the project, our Product Designer ensured user-first navigation and design, and our Technical Support Engineer provided ongoing production support.


KEY RESULT

15%

INCREASED CLIENT RETENTION & REFERRALS


10 - 15% improvement in client retention among high-satisfaction users. Engaged clients become 5x More Likely to refer others to the advisory services.


30%

REDUCTION IN MANUAL PROCESSING TIME


30% decrease in time spent on manual processes, including paperwork and administrative tasks, thanks to automation and streamlined workflows. 


20%

IMPROVED CLIENT ENGAGEMENT


20% increase in client engagement due to enhanced digital tools, which also led to 20% growth in client investments and portfolio sizes through more frequent client-advisor interactions.


OPERATIONAL EFFICIENCY GAINS


Scalable operation supported by digital tools enabled advisory teams t handle more clients and transactions without additional headcount, resulting in Operational Cost Savings and improved profitability

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