Financial Advisor App

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Quick and dirty half a day exercise where I created everything. Through a very sprinted methodology I scoped the specific brief with the User Stories provided and translated these into a Golden Path (Future-State Map), a quick Feateure-Map and some Mid-Fidelity Wireframes.

Debrief

Objective:

“[C]reate an experience where advisors on our platform can log in to review and communicate with their clients.”

Task: Advisor logs in, reviews a client and communicates with her/him

  1. Login

  2. Select Client, aggregate list view

  3. Browse Individual client view

    1. Info

    2. Call

    3. Message

 

Value Proposition

A platform that allows –advisors, keep track of current business and new  business (UpWork/Fiver), where they can communicate and collaborate / CRM –keep track of client journey (phase1, p2, etc)

What are we solving?

Easily create, track, contact, record, schedule and conduct a financial relationship with clients. Grow the business while delivering a great experience.

User Scenario

  • Advisor typically between age 30-50Paper/ Handwriting

  • Paper/Handwriting

  • Call / Email

  • Spreadsheets

  • Don’t know there are better possibilities

  • “Easier, faster & works”

  • Responsibilities: discovery for potential clients (gather information/ match and assigning profile with servicing tools/ communicating with client)

  • Help people (Altruistic, curious)

  • Not most tech savvy –Less is more

 

What does an advisor typically

  1. Says: What’s next (step, heard from…, why or not moving forward, followup)

  2. Thinks: Don’t know there are better possibilities

  3. Does: Tracking different things/ Looking towards how to help

  4. Feels: They feel they don’t have enough time/ They are doing enough/ Opportunities to hone into for follow-up questions

Best practices of advisor-client communication

  1. What are the most recurrent actions?

    1. Milestones on the process revolve around meetings

      1. Before and after (planning, what to cover, reports, follow-up questions)

  2. Which pain-points should we tackle?

    1. Breaking down miscommunication

      1. Missing/Late to next meeting

    2. Not knowing digital lingo/language

We should design for: Phone and text communication

  • Preferably iOS, iPhone X and beyond

 

Golden Path –Key Steps to reach Value Proposition

Golden Path.png

User Stories

  • As an advisor I want to easily log-in so that I can Skim & Scan clients list

  • As an advisor I want to immediately identify what is my next appointment so that I can either call or message the client

  • As an advisor I want to easily view which are my follow-up clients so that I can keep in touch through email or phone

  • As an advisor I need to record client’s general info (Name, financial goals, key facts) so that I can manage my client’s relationship successfully

  • As an advisor I need to track my client’s financial history with its corresponding financial goals so I can successfully advise my client

    • As an advisor I need to write notes whenever I am meeting my clients so that I can successfully track my client’s financial history

  • As an advisor I want to access my client’s contact info (phone and email) so I can easily reach them

  • [Reschedule]As an advisor I want to be able to reschedule so that any unexpected events can be properly handled

Design Hypothesis

  1. Quick and easy log-in with email or Google/Apple

  2. 3 tabs to organize clients (Day-to-day, Alphabetically, Per Phase)

  3. A ‘Client View’ should quickly communicate the financial plan and performance so far with a graph

    1. A plan can be divided into milestones

    2. Each milestone should have leads, budget and actions

 

Mid-Fidelity Design