Centralis & Computershare help investors manage their online portfolios

Computershare recently undertook a major redesign of its Investor and Employee Stock Purchase websites. The focus of this initiative was to improve the overall user experience both by enhancing existing functionality and introducing new features and capabilities. To help ensure the success of this initiative, Computershare enlisted Centralis to conduct usability testing at multiple points in the project timeline.


Our Work

  • Iterative Usability Testing

The Outcome

The initial study focused on the existing interfaces and revealed that participants struggled to grasp the overall organization of the site, which interfered with their ability to perform key tasks and locate critical information about their accounts. To address these issues, we recommended several changes in the site information architecture, such as eliminating overlapping categories and moving actions related to managing  holdings from the primary navigation to the body of appropriate pages.

With each subsequent study we were able to test the site redesign and help Computershare gauge their progress toward solving issues uncovered during prior testing.

Iterative usability testing provided Computershare with valuable feedback throughout the site redesign. With each cycle of Design, Test and Revise, the resulting site redesign showed significant improvement over earlier iterations. Centralis continues to work with Computershare as their offering evolves.

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Other Insurance & Financial Services Clients

  • Allstate Insurance
  • Chicago Mercantile Exchange
  • Discover
  • Fitch Ratings
  • Lincoln Financial
  • mb Financial
  • National City Bank
  • OptionsXpress
  • SurePayroll

About Usability Testing

With over 45 years of combined experience, our team of experts has spent thousands of hours testing hundreds of websites, mobile apps, software designs and other digital products – across the United States and around the world.