Built an engaging, easy-to-use online tool for investors
A top financial services company wasn’t offering the online tools and guidance needed to help their individual investors balance their portfolios. To better serve customer needs and improve their competitive position, they needed a tool that would promote engagement, help educate, and simplify the complex process of allocating assets into a diversified portfolio.
We architected and designed an easy-to-use tool that helps investors manage their portfolios and take charge of their financial futures. Now, self-directed brokerage customers are guided through a short series of questions to help them explore investment options. Based on a client's age, preferred level of risk, and financial objectives, customers can explore appropriate mutual fund options ranging from a single diversified fund, to asset allocation models composed of multiple mutual funds.
Our work helped this financial services giant expand and customize its offerings, retain and attract customers, boost product sales, and maintain its position as a financial leader.
A top financial services company wasn’t offering the online tools and guidance needed to help their individual investors balance their portfolios. To better serve customer needs and improve their competitive position, they needed a tool that would promote engagement, help educate, and simplify the complex process of allocating assets into a diversified portfolio.
We architected and designed an easy-to-use tool that helps investors manage their portfolios and take charge of their financial futures. Now, self-directed brokerage customers are guided through a short series of questions to help them explore investment options. Based on a client's age, preferred level of risk, and financial objectives, customers can explore appropriate mutual fund options ranging from a single diversified fund, to asset allocation models composed of multiple mutual funds.
Our work helped this financial services giant expand and customize its offerings, retain and attract customers, boost product sales, and maintain its position as a financial leader.
