Wongsakorn techabootam (Torskaa)
Wongsakorn techabootam (Torskaa)
Wongsakorn techabootam (Torskaa)

Challenge // Scope

TISCO Asset Management needed to modernize how provident fund members access and manage their financial data. Manual processes and legacy systems created friction for users and inefficiencies for staff. The project’s challenge was to develop a secure, intuitive digital platform that builds trust, streamlines operations, and enhances client satisfaction in a regulated financial environment.

TISCO Asset Management needed to modernize how provident fund members access and manage their financial data. Manual processes and legacy systems created friction for users and inefficiencies for staff. The project’s challenge was to develop a secure, intuitive digital platform that builds trust, streamlines operations, and enhances client satisfaction in a regulated financial environment.

Timeline / Team Size

6 Months // Team member : Internal (2), Outsource (2)

6 Months // Team member : Internal (2), Outsource (2)

Stakeholder

Clients

  • Developer Team

Working Team

  • Developer Team

  • Account Service Team

  • Outsource Developer

My Role

Project lead

Project lead

Framework

Agile

Agile

KPIs

  • Member adoption ≥50%

  • Staff workload −25%

  • Logins +30%

  • CSAT >85%

  • Uptime >99.5%

Project Overview

We designed and developed the "Freedom by TISCO PVD" digital platform for TISCO Asset Management. Our goal was to create a crucial tool that helps provident fund members manage and access their financial information securely and conveniently. We were also responsible for providing continuous Maintenance and Administration (MA) for the entire system.

Approach

Managing a provident fund can be complex for the average member. TISCO wanted to create a modern and user-friendly channel that would allow members to check their balance and manage their information on their own, without complicated steps. The challenge was to design a system that was intuitive, highly secure, and could build trust with the clients of a leading financial

Strategy & Solution

We applied a User-Centric Financial Design approach to build a platform that met both usability and security standards.

  • Platform Design (UX/UI Design): We designed the User Interface (UI) and User Experience (UX) to be as simple and intuitive as possible. We transformed complex financial data into easy-to-understand visuals, such as graphs and clear summary numbers, so that members of all ages could use the platform with ease.

  • System Development: We developed a robust and secure backend system to connect with TISCO's fund database. This allowed members to check their balances, download documents, and plan their investments in real time.

  • Maintenance and Administration (MA): We provide continuous system maintenance to ensure the platform remains stable, is protected from cyber threats, and is ready for future feature updates.


Expectation

We expected that Freedom by TISCO PVD would enhance the experience for fund members and be a key factor in strengthening customer loyalty to TISCO.

  • Improved Member Convenience: We aimed for the platform to provide members with quick and independent access to their financial information.

  • Reduced Staff Workload: The digital system was intended to reduce the number of basic inquiries, allowing staff to focus on more complex tasks.

  • Modernized Brand Image: A cutting-edge platform was expected to reinforce TISCO's image as an organization that values technology and its customers.

Results

  • High Adoption: Platform adoption rate reached 55% among members within the first quarter.

  • Operational Efficiency: Reduced customer service workload by 40% through self-service features.

  • User Engagement: Increased monthly logins by 35% due to improved accessibility.

  • Satisfaction Index: Achieved 90% user satisfaction (CSAT) in post-launch survey.

  • Outcome: The platform transformed complex fund management into a simple, secure digital experience trusted by thousands.

Interested Projects

Interested Projects

Interested Projects

© Copyright 2024 Wongsakorn Techaboontam

© Copyright 2024 Wongsakorn Techaboontam

© Copyright 2024 Wongsakorn Techaboontam