Vanguard
Digital transformation into Dynamics 365 from legacy software and implementation of CPD learning portal for Institutional clients

The Vanguard Group, Inc. better known simply as "Vanguard" is an American registered investment advisor, with about $9.3 trillion in global assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds (ETFs) in the world after BlackRock's iShares.

Challenge

To track interests of institutional clients to generate opportunties and signals for the sales team to target.

Actions

- Used Microsoft Fluent UI to design a prototype that would implement an Angular iframe embedded into custom Dynamics pages

- Designed Vanguard 365 news and article knowledgebase

- Designed CPD Learning Portal

Dynamics 365 Custom CRM DashboardsVanguard 365CPD Learning Portal

  • Reknowned Vanguard Group Logo used across the Asset management arm.

  • Following the design language of Dynamics 365 in 2023. I utilised FluentUI design principles to create interactions and functions built using Angular to look like native Microsoft functions

  • The menu on left is the native Dynamics UI. The menu on the top that starts with "Summary", "Details", "Digital Engagement"... is also the native Dynamics UI. But everything underneath in the greay background is in an Angular iframe

  • Design.

  • Dynamics 365 Custom CRM Dashboards