Case Study
2019-Present
Interactive Wealth Management Application
Digital business transformation for one of the world's largest investment management organizations, with over $2 trillion in assets under management. In late 2019 this financial services company was exploring a better way for their sales team to present investment strategies to their clients. This meant rethinking the way content was presented during video conferencing, and reimagining the in meeting experience for financial advisors and sales. The company aimed to enhance the effectiveness of remote presentations and improve the overall meeting experience for both financial advisors and clients.
Industry
Financial Services
Role
Lead User Experience
Company
Publicis Sapient
“This is exactly how this content should ultimately be rendered and demonstrates the value we can bring to the table – to our company and, more importantly, to the advisor community we serve.”
— Marketing Executive
Challenge
Ineffective presentation methods during video conferencing
Lack of engagement in remote sales calls
Inconsistent presentation quality across the sales team
Need for a solution that worked seamlessly on both web and mobile platforms
Process
01
User Research
The team conducted an observational study with a group of 20 remote wholesalers to understand their sales call processes and pain points.
02
Prototyping
Based on the research, the team developed an application supporting both web and native iPad use, ensuring flexibility for various user preferences.
03
Iterate
Multiple prototypes were created and refined based on user feedback, allowing for continuous improvement of the design.
04
Launch
An initial Minimum Viable Product (MVP) was launched in January 2020, allowing for real-world use and further refinement.
Conclusion
What began as a forward-thinking pilot project to improve sales presentations became a crucial tool that enabled our client to thrive during unprecedented global challenges faced during the COVID pandemic. By anticipating the need for better digital sales tools and rapidly adapting to changing circumstances, the company not only maintained its sales effectiveness but achieved record-breaking results. This case study demonstrates the value of innovative thinking, user-centered design, and adaptability in creating solutions that can withstand and excel in unpredictable circumstances.
Prototype
Outlook 2023
An overview of the markets used by advisors to present to clients