INVESTMENT ADVISOR MOBILE APPLICATION

INVESTMENT ADVISOR MOBILE APPLICATION

Designing to boost sales productivity and flexibility

Designing to boost sales productivity and flexibility

Designing to boost sales productivity and flexibility

MY ROLE

As senior user experience designer was to drive the investment advisor app from concept to launch, translating the core business need for increased sales productivity into an intuitive, user-centered mobile experience.

THE TEAM

Senior UX designer (me)

Product manager

1 Front-end developer

1 Back-end developer

SKILLS

Product design

Heuristic UX audit

Interactive prototype

Product development

TIMELINE

Apr 2021 - Oct 2021

MY ROLE

As senior user experience designer was to drive the investment advisor app from concept to launch, translating the core business need for increased sales productivity into an intuitive, user-centered mobile experience.

THE TEAM

Senior UX designer (me)

Product manager

1 Front-end developer

1 Back-end developer

SKILLS

Product design

Heuristic UX audit

Interactive prototype

Product development

TIMELINE

Apr 2021 - Oct 2021

THE ASK

To maximize sales efficiency, we needed to radically simplify the process by which sales handled calls and client updates.

To maximize sales efficiency, we needed to radically simplify the process by which sales handled calls and client updates.

Problem Statements

Geographic & Timezone Barriers:

Advisors in a single timezone couldn't effectively connect with international clients, leading to a bottleneck in the sales funnel and a poor client experience.

Geographic & Timezone Barriers:

Advisors in a single timezone couldn't effectively connect with international clients, leading to a bottleneck in the sales funnel and a poor client experience.

Geographic & Timezone Barriers:

Advisors in a single timezone couldn't effectively connect with international clients, leading to a bottleneck in the sales funnel and a poor client experience.

Information Fragmentation

Critical client details and interaction history were fragmented in the desktop CRM. When an advisor was unavailable, their substitute had no quick way to get up to speed, resulting in generic follow-ups.

Information Fragmentation

Critical client details and interaction history were fragmented in the desktop CRM. When an advisor was unavailable, their substitute had no quick way to get up to speed, resulting in generic follow-ups.

Information Fragmentation

Critical client details and interaction history were fragmented in the desktop CRM. When an advisor was unavailable, their substitute had no quick way to get up to speed, resulting in generic follow-ups.

Lack of Leadership Oversight

Management had extremely limited real-time visibility into the team's remote activities and the overall health of the sales pipeline without manually pulling reports from a separate, cumbersome portal.

Lack of Leadership Oversight

Management had extremely limited real-time visibility into the team's remote activities and the overall health of the sales pipeline without manually pulling reports from a separate, cumbersome portal.

Lack of Leadership Oversight

Management had extremely limited real-time visibility into the team's remote activities and the overall health of the sales pipeline without manually pulling reports from a separate, cumbersome portal.

HMW Statements

Enable connection despite timezones

How might we empower advisors to capture opportunities with international clients as seamlessly as they do with local ones? How might we provide advisors the flexibility to excel at their job without creating an "always-on" culture that leads to burnout?

Enable connection despite timezones

How might we empower advisors to capture opportunities with international clients as seamlessly as they do with local ones? How might we provide advisors the flexibility to excel at their job without creating an "always-on" culture that leads to burnout?

Enable connection despite timezones

How might we empower advisors to capture opportunities with international clients as seamlessly as they do with local ones? How might we provide advisors the flexibility to excel at their job without creating an "always-on" culture that leads to burnout?

Provide context and confidence to the advisor

How might we ensure that any advisor can pick up a client relationship with full context, creating a unified experience for the client? How might we provide an advisor with the most critical client context right before they initiate a conversation?

Provide context and confidence to the advisor

How might we ensure that any advisor can pick up a client relationship with full context, creating a unified experience for the client? How might we provide an advisor with the most critical client context right before they initiate a conversation?

Provide context and confidence to the advisor

How might we ensure that any advisor can pick up a client relationship with full context, creating a unified experience for the client? How might we provide an advisor with the most critical client context right before they initiate a conversation?

Give managers and executives the visibility

How might we give managers a real-time pulse on their team's activity and performance without requiring manual reports? How might we make adhering to the firm's strict security and compliance policies an invisible and effortless part of the advisor's mobile workflow?

Give managers and executives the visibility

How might we give managers a real-time pulse on their team's activity and performance without requiring manual reports? How might we make adhering to the firm's strict security and compliance policies an invisible and effortless part of the advisor's mobile workflow?

Give managers and executives the visibility

How might we give managers a real-time pulse on their team's activity and performance without requiring manual reports? How might we make adhering to the firm's strict security and compliance policies an invisible and effortless part of the advisor's mobile workflow?

Process

Understanding needs of different user types

The platform has 3 different types of users: Investment Advisors, Managers & CEO, each with different goals and levels of information literacy.

Feature Prioritization

We applied a prioritization metric to evaluate and rank user requirements, ensuring that the design process focused on the most impactful and feasible needs.”

Sitemap Creation

We sketched out the IA on a high level to understand how it will integrate with the current backend structure seamlessly.

Usability Testing

We designed a high-fidelity prototype to validate our concept with users.

How it works

Different users have different views and filters to see the sales representative details and access controls

Call Summary for Effeciency

Each Invesmnet Advisor has there call summary section for effeiently tracking the calls and follow-ups with the clients

Manager Viewpoint

Manager have there own call summary but they also have option to view details about theie team schedules which will be most effecient during someone is on leave and he can take those calls

Follow Your Progress

The sales team can track each investor’s stage and quickly follow up to complete agreement signing and documentation.

Weather app image

Call Summary for Effeciency

Each Invesmnet Advisor has there call summary section for effeiently tracking the calls and follow-ups with the clients

Manager Viewpoint

Manager have there own call summary but they also have option to view details about theie team schedules which will be most effecient during someone is on leave and he can take those calls

Follow Your Progress

The sales team can track each investor’s stage and quickly follow up to complete agreement signing and documentation.

Weather app image

Call Summary for Effeciency

Each Invesmnet Advisor has there call summary section for effeiently tracking the calls and follow-ups with the clients

Manager Viewpoint

Manager have there own call summary but they also have option to view details about theie team schedules which will be most effecient during someone is on leave and he can take those calls

Follow Your Progress

The sales team can track each investor’s stage and quickly follow up to complete agreement signing and documentation.

Weather app image

Impact

Boosted sales funnel

The launch drove a major uplift in client calls per Inverstment Advisor, with measurable growth within the first three months

Boosted sales funnel

The launch drove a major uplift in client calls per Inverstment Advisor, with measurable growth within the first three months

Boosted sales funnel

The launch drove a major uplift in client calls per Inverstment Advisor, with measurable growth within the first three months

Knowledge transfer & time on task

By automating access to client details, we streamlined workflows and significantly reduced the time required to complete calls

Knowledge transfer & time on task

By automating access to client details, we streamlined workflows and significantly reduced the time required to complete calls

Actual Knowledge Transfer

International clients’ varied schedules caused delays and misalignment in call availability, hence delayed responses.

Leadership Oversight:

With direct access to performance and client insights, no longer had to wait for automated reports, enabling faster decision-making and client oversight

Leadership Oversight:

With direct access to performance and client insights, no longer had to wait for automated reports, enabling faster decision-making and client oversight

Leadership Oversight:

International clients’ varied schedules caused delays and misalignment in call availability, hence delayed responses.

Let's talk

Drop me a line

Let's talk

Drop me a line

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