Pacific Premier Trust
Financial services · Enterprise
Trust-services portal for an enterprise financial-services client. Compliance-grade content and secure client portal.
LEGACY
The Challenge
An enterprise trust services client needing a compliance-grade web presence — existing content had regulatory inconsistencies and client portal access was fragmented across three separate systems.
How we did it
Compliance Content Audit
Audited all existing web content against current regulatory requirements. Identified and resolved 23 content issues with compliance implications before any new build began.
Client Portal
Rebuilt the client portal with secure authentication, document vault access, and encrypted form submission for account management requests — consolidating three fragmented systems into one.
What we delivered
- Client Portal
- Compliance Content
Technologies & services
- Financial Services
- Enterprise
- Compliance