Raymond James is one of North America’s leading financial services firms, providing wealth management, capital markets, banking, and investment services to millions of clients.
Like many enterprise organizations, Raymond James faced a growing challenge: its mobile app needed to modernize alongside changing customer expectations while maintaining the security, reliability, and functionality expected of a leading financial institution.
Raymond James wanted to understand how a new mobile experience could improve the usability, information flow, navigation, and performance of its existing Client Access app. The engagement needed to establish a practical path from the current experience to a stronger native mobile direction and create a scalable foundation for future innovation.
Financial apps naturally contain large amounts of data, functionality, and regulatory requirements. Research and workshops identified a need for easier access to account and portfolio information, clearer information flow, simpler navigation, and easier interaction with advisors.
The challenge was to define a mobile experience that could present important financial information clearly while retaining the depth clients expected from Client Access without compromising functionality or compliance.
As a financial institution, Raymond James also needed to ensure the new app met strict accessibility, testing, quality assurance, and security requirements.
The new solution needed to serve a diverse customer base, perform consistently across devices, and provide an inclusive experience for users with different accessibility needs.
By making complex financial information easier to understand and the app simpler to navigate, Raymond James could create a more intuitive and accessible experience for a broader range of customers, while maintaining the security and reliability expected from a leading financial institution.
Atimi conducted a series of workshops focused on the existing Client Access experience. Working with end users, subject matter experts, and stakeholders, the team evaluated the current experience and identified opportunities to improve information flow, navigation, performance, usability, and engagement.
Using a human-centered design methodology, the team identified opportunities to improve usability, simplify navigation, and create a more intuitive experience while ensuring the solution continued supporting the business-critical functionality Raymond James depended on.
Atimi developed a strategic roadmap to build, launch, and maintain a new native mobile app for iOS and Android.
The roadmap established a scalable foundation for future enhancements, including trading capabilities, goal planning, and gamification, allowing the app to continue evolving as customer expectations changed.
The roadmap considered the accessibility, security, performance, and brand requirements associated with a client-facing financial app. These requirements helped shape the direction for a reliable and inclusive native mobile experience.
Atimi worked with end users, stakeholders, and accessibility testers to validate the experience and ensure the app met the rigorous standards expected within the financial services industry.
Raymond James gained a clear roadmap for modernizing its mobile app, providing a scalable platform that supports future digital capabilities while preserving the functionality customers already relied on.
The new native mobile experience was designed to simplify navigation, improve the presentation of financial information, and create a faster, more intuitive experience for customers.
Beyond delivering technical expertise, Atimi partnered with Raymond James to help shape the overall product strategy, advising on how to build the solution to support both immediate business needs and long-term objectives.
The modernized app received tremendous feedback from users during usability testing and post-launch, validating the customer-centered approach taken throughout discovery, design, and development.
The technology used to build mobile apps continues to evolve, but the business challenges remain remarkably consistent. Enterprise organizations still need to modernize customer-facing apps without disrupting existing users, simplify increasingly complex digital experiences, meet growing accessibility and security expectations, and build technology platforms that support future innovation.
These are the same challenges Atimi helps enterprise organizations solve today by combining strategic thinking, human-centered design, and deep technical expertise to build digital products that create lasting business value.
“We started a new mobile development project and needed a team with a proven track record with larger firms. Atimi not only provided technical skills, but they also provided guidance as to how we should build the solution. Our app was state-of-the-art. We got tremendous feedback from our users. We even got nominated for an industry award.”
