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A new analytics platform for advisors to track performance and expansion.
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.
Design Leadership & Execution
Experience Strategy
Team Management
User Research, Persona/Roles, Task Analysis
Data Visualization, Intelligent Data Patterns
Business Process Improvement
Roadshows
Value Addition
User delight through an impactful, easy to use digital product
Reduced dependency on custom reports by 90%
Saved time spent on manually deriving analysis from big data
THIS PORTFOLIO IS A REPRESENTATION OF THE WORK PERFORMED AND COMPLETED BY SAKSHAM SHARMA | 2025
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