Problem Statement

Advisors often face challenges in efficiently managing client interactions while on the go. The lack of a portable solution hinders their ability to gather preliminary client information seamlessly at client locations. Furthermore, accessing information across multiple investment models involves navigating disparate systems, leading to inefficiencies and potential delays. Additionally, the need to switch between separate tools for proposal creation and account setup creates a fragmented workflow, resulting in decreased productivity and a suboptimal client experience.

Solution

Develop a unified, portable digital platform tailored for Advisors to enhance their efficiency and client interactions. This solution will address the outlined challenges with the following key features:

Process

• Task Analysis of the existing tasks

• Wizard based approach to capture client information

• Intelligent solution that provides automated investment model selection for user based on user input.

• Actionable dashboard view.

• Creating conceptual designs, low fidelity clickable Axure wireframe for presenting to the client.

• Driving Design Guidelines, Design Standards for the application

• Ensuring user experience consistency across the application

• Facilitated project communication across a multi-disciplinary team throughout all phases of the project.

• Work together with developers and help them implement design solution

Persona

Competitor Analysis

Wireframes

Home Page

The home page will serve as centralized access point for advisors with an overview of key metrics like AUM, last accessed accounts, latest proposals. It features interactive elements, including quick access to proposals, client accounts, and market insights, along with a service requests and recent activities. Designed with a clean, professional aesthetic, the page prioritizes usability, responsiveness, and easy navigation to empower users to take immediate action efficiently.