Case study 006 · Wealth Management Platform
Presenting markets with confidence
01 / Challenge
Advisor presentations that weren’t landing
A $2 trillion investment manager needed its advisors to present markets and funds better, especially over video.
A
Remote sales calls that lacked engagement
B
Uneven presentation quality across the team
C
Complex data that needed a client-friendly format
D
One experience for web and iPad
02 / Process
- 01ResearchObserved 20 remote wholesalers on real sales calls.
- 02Design and prototypingDesigned for web and native iPad.
- 03Feedback and iterationRefined with sales, marketing and development.
- 04Launch and rolloutMVP launched January 2020; advisors trained.
03 / What we built
Two workstreams, one advisor experience
A
Interactive markets app
A web and iPad app for walking clients through market data over video, launched January 2020.
B
Fund experience platform
Fund pages and templates that put performance and holdings in one client-ready view.
“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.”
Prototype
Outlook 2023
The markets overview advisors present to clients.
Prototype
Fund example template
A template for showcasing products in client meetings.
04 / Outcome
A pilot that became a crucial tool through COVID, keeping sales effective and hitting record results.