Impact
%
Increase in sales calls
Time Saved
%
Log call details and schedule follow-ups time
Positive Adoption
%
App usage in 90 days increased
The Challenge
The Mobility Gap
Investment Advisors were tethered to a legacy desktop platform, making it impossible to manage the tight time-zone overlaps required for international clients. This lack of mobility caused significant response latency and capped the team's daily engagement velocity.
Interaction Friction
The cumbersome web interface required navigating multiple screens to log a single lead, creating a high-friction user experience. This administrative burden forced advisors to prioritize manual data entry over high-touch consulting, directly stifling productivity.
Data Fragmentation
A disconnect between advisor activity and centralized data led to a critical loss of context and pipeline visibility. Without a mobile "single source of truth," the team lacked the real-time data needed for quick follow-ups and consistent global client management.
Key features
Centralizes customer requests from fragmented channels, streamlining internal collaboration and ensuring consistent ownership of client issues.
Cohesive Home Screen
The home screen provides a prioritized list of daily calls. Each client is represented by a summary card showing vital information. Tapping a card expands it to reveal detailed notes and history via collapsible accordion menus, allowing agents to access deep context without ever leaving the primary screen.
Recognizing that different roles have different needs, we designed three distinct interfaces.
Investment Advisor: A task-focused view centered on their assigned clients and daily call list.
Sales Manager: A dashboard view with team performance metrics and the ability to drill down into individual agent activity.
Sales Head: An executive-level aggregate view of the entire division's performance pipeline and forecasting. This tailored approach dramatically reduces cognitive load and ensures all information presented is immediately relevant and actionable.
The home screen provides a prioritized list of daily calls. Each client is represented by a summary card showing vital information. Tapping a card expands it to reveal detailed notes and history via collapsible accordion menus, allowing agents to access deep context without ever leaving the primary screen.
Product Demo
Delivered a Strategic Tool that directly impacted the bottom line.
