Mari,

Thanks for the reply


I worked for a wholesale bank for almost 8 years and in my experience, we
> didn't deal with individuals. The customers were retail banks. I had
> meetings and conversations over the phone with varied end-users to find out
> what it is they would find valuable in our website. Is there an opportunity
> for you to talk to the customers?
>

Unfortunately, you would've experienced it yourself, direct contact with
customers are off limit. Our direct clients themselves, are not being given
the access to customers. Only the RM (Relationship Managers) do.


> As for user experience,  I found that the financial industry looked for
> charts, graphs, ability to manipulate data, etc... Easy and simple
> user-interfaces worked a lot better. And for search, I recommend a search
> capability similar to what Apple has implemented because retail and
> wholesale banks do not necessarily use the same vocabulary.
>

Great pointer. I could imagine an auto suggest with short description
working in this context.


Thanks
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