Help advisors manage customer information, collect documents, track pending items, and communicate with customers efficiently.
Project Duration
1 Months
Pre Seed
Idea to MVP
Team
1 Designer
Status
Completed
🚀 Customer & Document Management Platform for Financial and Insurance Advisors
Enable customers to submit financial analysis forms while providing advisors with full visibility into customer information, status, and shared documents. Advisors can request additional information or documents, add comments, send reminders, and trigger notifications.
The Problem
- Financial and insurance advisors manage multiple customers, collect documents manually through WhatsApp, email, and physical copies, and spend significant time following up for missing information. This creates delays, poor visibility, and compliance risks.
The Objective
- Enables users to effortlessly send documents to advisors.
- Visibility of list of documents sent. Option for advisor to request for new documents. Ability to send Reminders, add comments
- Ability to search customer details/documents.
- Offers secure data encryption for financial safety.
Proposed Solution
Digital platform that helps advisors manage customer information, collect documents, track pending items, and communicate with customers efficiently.
The goal was to reduce manual interactions, improve document visibility, and streamline advisor-customer communication. The system digitizes the entire onboarding and document verification process.
Lean UX Approach
Research
We conducted discussions with advisors to understand their workflow, their pain points and their limitations and customer demographics.
Prototyping
We explored multiple solutions through sketching and mapped out the complete Advisor and customer flow in figma. After several iterations, we finalized the key features / screens for the MVP.
User Testing
Prototype testing was done with selected users for gathering their feedback, identifying usability issues, and making necessary refinements before moving into development.
Spend 30% - 40% of their time chasing documents and clarifying information.
Key considerations
Based on our findings, we brainstormed solutions and validated ideas through wireframes and prototypes. Key features included:
- Advisors can instantly see what documents are missing or incomplete.
- Advisors can view all customers, See onboarding status, share form/templates and Track document completion
- Customers can upload documents directly from their mobile or computer.
- Customers receive notifications and can upload the corrected document.
UI Designs
Initial Design Concepts
🚀 Conclusion
I updated the designs after several user testing and customer feedback to reduce manual interactions, improve document visibility, and streamline advisor-customer communication and help have smooth experience.
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