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.






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.






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.






Impact
Let's talk
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