Wealth Cockpit
The proposal
How can we develop a comprehensive overview platform for finance relationship managers, empowering them to draw actionable insights and proactively engage with clients?
Sector
Banking
My Role
UXUI design
Challenge
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Absence of a centralised platform
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Limited financial planning and analysis capabilities from exsiting platforms
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Insufficient personalisation and scalability
Feature -
1. All-in-one overview of comission, prospects, AUM and client list
2. Client overview
3. Client book and filter function
4. Client order status
Benfits - 1. With a client watchlist, relationship managers can prioritize and focus on key clients, ensuring personalized attention and tailored service. They can stay updated on important client activities, events, and changes, enabling them to proactively address client needs and strengthen relationships.
2. With an all-in-one dashboard designed specifically for finance relationship managers, they can proactively improve client relationships by continuously tracking customer engagement. Additionally, the dashboard offers comprehensive portfolio analysis and personalized recommendations to support relationship managers in delivering tailored financial solutions.
3. Our adaptable UI design system and modular approach make it easy to integrate into different client projects, providing scalability, ensuring consistent branding, and saving valuable development time.
Wealth Cockpit x Client project
How can we integrate the client’s platform's existing functions into Wealth Cockpit?
During the process, we break down the functions into sections to improve usability. After reviewing the information architecture, we reorganize them into tabs, aligning with the existing flow. Additionally, we customize the component library, including fonts, charts, tags, labels, buttons, and icons, to ensure a cohesive and consistent look and feel throughout the application.
