Go back MS Unified Billing
MS Unified Billing
We developed a user-friendly, unified billing app for Morgan Stanley to replace their outdated system. The new application streamlined operations, reducing errors, increasing efficiency, and accelerating workflow for the global financial services firm.
Accomplishments
- Cut billing time from 9 minutes to 2 minutes
- Developed a unified data view for all teams
- Boosted response times with live collaboration
- Added intelligent technologies for greater efficiency
Problem
The client and institutional billing teams work inefficiently because their outdated systems don’t communicate in real time, and many tasks are done manually in Excel
Strategy
Transform decades of complexity into a new, streamlined experience by identifying key pain points through research, mapping personas of all user groups, analyzing current information architecture, and pinpointing essential data points.
Workshop
Creating a common view with shared columns in the main search result table helped all user groups work together more efficiently and collaborate better
AI smart alert
Our solution leveraged AI to spot when past billing changes don’t follow the rules (SEC or Morgan Stanley) and alerting us when something is wrong
Let’s talk
Let’s talk
Let’s talk
Let’s talk
Elevate Your Customers’ Digital Experience Today
Certified By
Locations
© Copyright 2025 YNO Designs. All rights reserved