Helvetican wanted to build a digital platform for its wealth management clients. Digital Onboarding, CRM functionality, Bank API Integration, Portfolios and Reporting. We carefully designed the Dashboard to give users a simplified overview. For enhanced security, we implemented two-factor-authentication (2FA).
Comparing Portfolios, benchmarking is something desired by clients. We focused on ease-of-use and visual appeal and added a CRM messaging system as well.
On the platform it is possible to access risk assessment on questionnaires easily, e-mail them, create PDF or HTML outputs. CRM can manage client data easily and the platform supports multi-channel communications.
We have designed and developed a registration wizard (including risk assessment and onboarding) to improve client conversions. The built-in risk assessment walks user through questions, calculates risk profile and recommends portfolio products that match to the calculated risk profile. The result is an easy, simple and elegant user interface, friction-free User Experience and improved client satisfaction.
Wizard-in-a-wizard: We implemented a 2 level nested wizard. With a dynamic structure and a risk analysis, we provided clients risk profile suggestions and helped them to make choices.
We analysed the the habits of the target audience and paid attention to fine details. Swiss mountains, private jets, the color appeal to the affluent middle-east investors using the platform.
Pixel perfect, readable, accessible design
We created flowcharts, wireframes and responsive versions of 100+ dashboard screens. Our designers worked together with our development team in the process.
Security is sometimes a top priority. Especially in regulated financial industry. Two-factor-authentication (2FA) for user logins, secured cloud, and security processes are just some of the focus points.
Here are the tools and technologies we have utilized.
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