With the existing model of relationship management within the wealth management sector still being driven by one to one contact we created a thought piece around how we can alter the experience to meet the the changing demand of the more self directed marketplace, we aimed to increase their level of service that they offered to clients while being able to scale the business to increase bottom line profitability.
We created scenarios around both client experience and internal process to develop a connected experience that would

• Drive asset growth by reaching new customers in new ways in an increasingly competitive and noisy marketplace
• Comply with government and consumer demand for increased transparency and simplicity
• Re-engineer the advisory process to match new ways in which investors process and consumer information and make decisions
• Profitably scale a highly complex and personalized experience
• Maximize the leverage of a tremendous amount of in-house expertise, data, institutional knowledge, and invaluable social networks

Initial concept sketches

Further sketches in conjunction with user journeys

Refined sketch highlighting interaction and key user cases

Relationship manager dashboard

Client dashboard for portfolio monitoring and analsys

Detailed user cases and functionality for client dashboard

Full relationship manager suite

Example interface design for client dashboard