CLIENT RELATIONSHIP MANAGEMENT

A mobile first financial ecosystem to empower client advisors to make informed decisions faster, with on-demand data. Brand Refresh, New UI/ UX experience. 

Financial advisors at a large bank were using a combination of manually created reports and a legacy database with large amount of data to derive sales related matrix and analysis in order to monitor their sales and performance numbers. The goal was to come up with a smart visual dashboard that helps FA’s save time and effort by processing the big data and providing easy visualizations to understand the grand scheme of things. Team of four dedicated UX/visual designers working on the concept from scratch. Initial effort involved getting to know the users and understanding the way they work and analyze the data. Product was designed in an agile set up with weekly iterations and user feedback sessions. This was a high visibility engagement closely monitored by the Executive leadership.