Case Study: a major Canadian bank improves mutual fund screening with Expero

a major canadian bank improves mutual fund screening performance with Expero and WCAG 2.0 accessibility

Expero was selected by a major Canadian bank to modernize its legacy mutual fund screener, which was built on outdated Morningstar technology. The bank faced significant challenges including a cumbersome user interface, slow performance, accessibility barriers, and a fragmented information architecture that hindered efficient investment research for its customers.

Expero addressed these challenges by developing a new mutual fund screener using its CONNECTED Finance platform. The solution delivered a modern, intuitive, and accessible interface with features like Smart Views and multilingual support. As a result, Expero provided the bank with an enhanced user experience, reduced total cost of ownership through a hosted model, ensured compliance with AODA accessibility standards, and increased research efficiency for users.