Meridian Capital

A client portal people open on purpose.

Overview

Meridian had a portal their clients avoided, which meant every routine question arrived by phone instead.

01
The challenge

Dense financial data, a wide range of technical confidence among users, and a legacy system that could not be replaced mid-flight.
02
The approach

We designed a calm information hierarchy on top of the existing API — one screen that answers the question most people log in to ask, with the depth available underneath.
03
The result

Support calls dropped sharply and portal logins became a habit rather than a last resort.

By the numbers

04 Plates

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The challenge