a projekt202 company
Re-imagining financial planning software to better serve the new advisors and investors of today.
A nationally utilized financial service advisory platform, was facing a shift in market landscape with younger investors and advisors becoming the primary market. Additionally, they were starting to see increased competition from planning platforms with better experiential standards and a significantly shorter learning curve.
Our client came to us to understand how the differing needs and mindsets of the emerging mass affluent market impacts their business and future product strategy. The overarching goal was a digital transformation of their platform to better serve these new advisors and investors, while retaining their current market share.
We delivered a product strategy and design that is future-proofed to meet the needs of the emerging market and aligns with usability and interactivity standards of today’s technologically savvy users. We facilitated internal alignment for the product direction by developing a roadmap for future decisions, development and feature activation.
At a glance dashboard
Track progress of dynamic tasks in real-time
Designed a consistent look and feel across the different parts of the experience.
As a result of our work, our client made a strategic shift in their planning platform to better target the emerging investor market. The product now includes an interactive client portal where investors can be hands on with their financial plan, interact with their advisor and gain a comprehensive visual overview of their aggregated financial accounts.