Enhancing the UX and functionality of Wells Fargo’s content management system

The project at-a-glance

• Enterprise-level document management system for large media files
• Strategic partnership with Nunwood Consultancy
• ASP.NET CORE 1.0, Angular 2
• System design, build, integration, maintenance, analysis and optimisation project
• Project priorities included uplift in user engagement and knowledge sharing

The requirement

Wells Fargo & Company is a diverse, community-based financial services company offering the full range of online banking products including insurance, investments, mortgages, consumer and commercial solutions.

Wells Fargo & Company is a diverse, community-based financial services company offering the full range of online banking products including insurance, investments, mortgages, consumer and commercial solutions.

To empower information and insights sharing across the business, Wells Fargo has a comprehensive Knowledge Centre portal which contains media-rich reports and digital assets covering topics such as marketing, research and finance.

This web-based content management system allows users throughout the enterprise to upload and search PDF, Excel, Word, image and video documents. But Wells Fargo identified that colleagues could work smarter if the software was enhanced.

Our solution

Partnering with Nunwood Consultancy, our brief was to enhance the end user experience of Wells Fargo’s digital asset management software, so that it became easier for colleagues to add and discover relevant new content.

Drawing upon our system design, build and integration expertise, we overhauled both the structure and aesthetics of the Knowledge Centre, and introduced a raft of fresh features to drive greater engagement and the speed of document access. Strengthened search functionality was a particular success, with the help of keywords, tags, tag clouds, plus ‘sort’ filters as well as predictive and recommended search options. A research subscription module has also been introduced, to deliver customised updates to users, and legacy code issues have been rectified.

Multi-level hierarchy user profiles now allow advanced content access and management privileges, and third-party integrations have been established with Active Directory, SharePoint and Outlook, to enable the auto-import of external documents.

IDS has also been tasked with the ongoing maintenance, performance analysis and optimisation of the content management system, to ensure the technology never stands still.