Case Study
2019-Present
Fund Experience Platform
Revolutionizing client engagement through innovative fund experience platform. A leading financial services firm, identified a critical need to enhance its advisors’ ability to engage clients effectively and boost sales. The existing presentation tools were outdated and failed to showcase the firm’s products in a compelling manner, hindering client relationships and sales growth.
Industry
Financial Services
Role
Lead User Experience
Company
Publicis Sapient
Challenge
Outdated presentation tools that failed to captivate clients
Needed a way to visualize complex financial data in a clear, client-friendly format
Ability to adapt presentations in real-time to client needs
Create opportunities for product promotion during client meetings
Interactive charts that improve experience
Process
01
Design and Prototyping
Led by a cross-functional team, the initial designs were created and prototyped, focusing on user experience and data visualization.
02
Feedback
Prototypes were presented to key stakeholders, including sales, marketing, development, and content management teams. Their feedback was crucial in refining the design.
03
Iterate
The platform was developed iteratively, with regular check-ins and adjustments based on ongoing stakeholder input.
04
Training and Rollout
Advisors were trained on the new platform, emphasizing its features and benefits for client engagement.
Conclusion
The solution led to faster client onboarding, stronger pitch presentations, and positioned the team as a strategic partner within the financial services space.”
Prototype
This fund example template allows advisors to showcase products during presentations.