Communication platform for Financial Advisors & Clients - proposal
How could we enhance the relationship between a Financial Advisor and his/her client? Our proposal was a digital platform where both could communicate, work and plan together.
While doing stakeholders interviews, we realized FA's often kept folders with their client's info, goals & life aspirations, even their kids pictures. The tool allowed for the client to update their FA on life changes, and for the FA to share the strategies and assets allocation to reach their established goals. Conversations were captured through the tool, and both parties could conference together (a la Webex) during performance review time.
Finally, a personal index was created to give the client a quick snapshot of how he/she is tracking against their life plan.
Role: Creative Director