Fund Experience Platform

Case Study

A leading financial services firm, identified a critical need to enhance its advisors’ ability to engage clients effectively and boost sales. The existing presentation tools were outdated and failed to showcase the firm’s products in a compelling manner, hindering client relationships and sales growth.

Challenge

• Outdated presentation tools that failed to captivate clients
• Difficulty in clearly communicating complex fund information
• Inability to adapt presentations in real-time to client needs
• Missed opportunities for product promotion during client meetings
• Lack of interactive charts

Process

• Design and Prototyping: Led by a cross-functional team, the initial designs were created and prototyped, focusing on user experience and data visualization.
• Stakeholder Feedback: Prototypes were presented to key stakeholders, including sales, marketing, development, and content management teams. Their feedback was crucial in refining the design.
• Iterative Development: The platform was developed iteratively, with regular check-ins and adjustments based on ongoing stakeholder input.
• Training and Rollout: Advisors were trained on the new platform, emphasizing its features and benefits for client engagement.

Key Features

• Interactive data visualizations of fund performance
• Integration with the financial resources used during client meetings such as, investment guides, market outlooks, and equity analyses
• Flexible presentation flows to adapt to client needs
• Seamless product introduction and promotion tools
• User-friendly interface for advisors

Conclusion

The Fund Experience Platform project successfully addressed the need to boost sales and build stronger client relationships. By providing advisors with a powerful, intuitive tool, the company has positioned itself as an innovative leader in client engagement within the financial services industry.

Prototype

This fund example template allows advisors to showcase products during presentations.
Open Prototype →