A client portal people open on purpose.

Placeholder case study: a customer portal for a financial services company, rebuilt as a product with a design system and real-time data.

Placeholder project. Replace with a real case study before launch.

01 Initial state

Customers had a login and a PDF. Every question became a phone call.

Internal teams maintained three tools that did not talk to each other.

We scoped the portal as a product: the ten tasks customers actually do, the data behind them, and the roles that need to see it.

A design system was built first so every screen could be assembled from the same parts.

Services delivered

Dashboards with tabular data, document access, secure messaging and a request flow that replaces the phone call.

React and TypeScript frontend, authenticated API, audit trail, and admin tools for the internal team.

Outcome copy pending: describe adoption, support load and internal impact once the real project is in place.

What moved