Enhancing Financial Advisor experience in an Asset Management tool
UX/UI design | 2023
The Ask
Showcase the capability of a Goal-based Asset Management tool (GOE), to enable the Financial Advisors and Investors to readily adopt the product of a leading Asset Management company
However, before we achieve goals, we needed to enable adoption
Trials on the current version saw Low Adoption due to following reasons:
Complex Information
No Clear Navigation
Lack of Urgency
Sample image of the tool
A tool that would bring an algorithm to life - simple, tangible, and easy to grasp
Latent needs of each user group
Hence we needed to design for …
Design process
Secondary research
Task flow
Task flows were created after understanding the algorithm. Multiple feedback session led to different flows listed below.
The first and most important flow is the invest flow.
Other flows
Proposed solution
First time users re provided with guided demos for quick learning curve to improve adoption. By providing the skip option users have a perception of control on the tool.
Client testimonials
Business Research Director
What they said before
“I am only looking for few screens for Financial Advisors, let’s create something more functional to engage them”
What they said after
“This has actually taught me how dashboards should be built, which was a great learning for me. I will use this as a benchmark going forward.”
