Digital Advisor Workstation
UI/UX Design
Project Objective
To design and develop conceptual wireframes for a mobile and desktop application that will assist financial advisors in planning and organizing client portfolios. The app should be intuitive, flexible, innovative, and customizable to meet the specific needs of the target audience: financial advisors aged 28-45.
Internship project: L&OD at Innova Solutions
November 2024 - February 2025
Team members: Chermia Mathis and Anjani Dabkara
Our Target Audience: Financial Advisors
What they do:
Evaluate a client's financial health and goals. They consider factors like age, career, family, and priorities.
Help clients create a personalized plan to meet their goals. This can include budgeting, investing, and tax planning.
They can recommend investments, insurance, and other products. They can also help clients select investments or invest their money on their behalf.
Teach clients about financial health and habits.
They can monitor clients' accounts and make changes to improve performance or accommodate life events.
Streamlined tech and tools
Access to reliable, up-to-date financial data
Compliance and regulatory support
Educational resources for clients
Needs
Time consuming administrative tasks
Hard to navigate interface
Complex compliance requirements
Client acquisition and retention
Pain points
Preferences
user-friendly platform
Automated client communication
Analytical and predictive insights
Customizable reporting tools
Market Research
