Fragmented products unified into one platform experience
Platform enablement across EMEA and APAC markets
SSO · deep links · shared data objects
Language · iconography · interaction · 6 UX principles
4 products · 1 shared object model · common components
Broker UI · 15+ markets · 60+ validated flows
Four mature tools in daily use, years of broker research, engineering capacity ready — but no one owned the experience strategy that ties them together. Fragmentation was a UX problem, not a tooling problem.
Each product carried its own data model; users re-entered the same information four times.
Without alignment on data, the products stayed siloed — integration happened at the edges, not through the broker's workflow.
Real request: “one digital place to go” to work. Marketing said “platform.” UX had to prove what that meant.
Six shared objects that every product maps against — the alignment that makes “one platform” technically possible and the broker’s workflow the navigation anchor.
The organisations brokers represent and transact with
The people inside those accounts — one record across tools
The deal in flight, shared between CRM and modelling
The physical asset — the anchor every workflow returns to
What is on the market — surfaced consistently everywhere
Closing the loop — the sixth object that completes the deal record
Language, iconography, interaction — begins to feel like a suite
Centrally maintained components, shared workflows — one entry point
Memory and prescience — a trusted advisor, not a tool suite
Front-loaded the shared object model. Paid alignment cost early so object-oriented navigation became technically possible, not just marketing language.
Available on request — book a call and I’ll walk you through it.
Senior Manager, UX