Customer portal
One front door for a wide financial product range
A long-established, branch-first financial institution needed a primary web presence that could serve very different customer tasks without burying any of them. Symph delivered the branding direction, design, and build together.
We keep this client’s name private. The client is real, and so is the system.
At a glance
Branding direction, design, and development of the client’s primary online web application
- Client
- A nationwide non-banking financial institution with a broad consumer product range
- Industry
- Financial services
- Engagement
- Design and development, followed by a subsequent website refresh
The challenge
Customers do not arrive thinking in business units. They arrive with one task.
The product range is wide
Remittance, pawning, bills payment, insurance, lending, wallet, and e-commerce services all need a route in.
Customer tasks have nothing in common
Someone sending money abroad and someone seeking a pawn appraisal share only the brand.
Organising by internal structure fails
A site built around business units makes customers navigate the company instead of their task.
The brand was built at the counter
A branch-first institution moving online needs the digital presence to carry the same trust, not feel like a separate microsite.
A primary web property keeps moving
Brand and product range change, so the first build cannot be the last.
How we built it
Symph worked in three steps, each one building on the last.
Set the branding direction
Visual identity direction was decided alongside the site architecture rather than applied afterwards, so the digital brand carries the institution’s existing trust.
Organise around customer tasks
The site structure leads with what a customer is trying to do, giving each major product a clear route in.
Keep it current
The engagement continued into a refresh, so the primary web property keeps pace with the brand and the product range.
Modules
- 01
Brand and visual direction
The visual identity direction applied across the web application.
- 02
Product and service pages
Entry points for each major product in the client’s range.
- 03
Primary web application
The client’s main online entry point.
- 04
Website refresh
A subsequent engagement updating the primary web property.
Delivery model
- 01
Design and development engagement, then a refresh
The original build established the property; a later engagement refreshed it.
How it’s built
Proven architecture
The web application runs on a cloud stack built for security, reliability, and easy maintenance.
Secure by default
Encryption, strict access controls, and managed hosting protect the client’s public presence and any customer data it collects. Symph follows OWASP-aligned practices and the Philippine Data Privacy Act.
AI-native delivery
Symph’s engineers build with AI coding tools like Claude Code and OpenAI Codex, which is a big reason design-led web work ships in weeks.
- AI-native development
- Claude CodeOpenAI Codex
The result
One front door for the whole range
The web application is the client’s primary online entry point across all major products.
Brand and build decided together
Branding direction was part of the engagement rather than a separate exercise.
A growing partnership
The original build was followed by a website refresh engagement.
More work
Event space booking
One platform to run a multi-space social impact hub
Payment aggregator
One integration for every way a customer wants to pay
Sustainability reporting
One reporting system for a group of operating companies