A day in a life of an adviser
A day in a life of an adviser
This was a strategy/vision piece I did for Instinct Studios. I worked closely with a UX designer to envision a day of a tech savvy adviser and their client communicating through digital means. Once we had an agreed journey I designed and prototyped each key point of the day with the relevant screens.
This was a strategy/vision piece I did for Instinct Studios. I worked closely with a UX designer to envision a day of a tech savvy adviser and their client communicating through digital means. Once we had an agreed journey I designed and prototyped each key point of the day with the relevant screens.
You can view some the interactions below:
Services
Services
Visual Design
User experience
User experience
User experience
Branding
Branding
High fidelity prototypes
Pitch work
Client
Client
Instinct Studios
Instinct Studios
Instinct Studios
Date
2016
Getting to know your client.
Getting to know your client.
Getting to know your client.
Getting to know your client.
In this screen the adviser is logged in to an app that connects them to their clients. The idea is that they can get all the basic information they need about their client. To make the app more useful, you can see all the clients milestones through their social media to better their advice.
In this screen the adviser is logged in to an app that connects them to their clients. The idea is that they can get all the basic information they need about their client. To make the app more useful, you can see all the clients milestones through their social media to better their advice.
In this screen the adviser is logged in to an app that connects them to their clients. The idea is that they can get all the basic information they need about their client. To make the app more useful, you can see all the clients milestones through their social media to better their advice.
Making an appointment.
Making an appointment.
Making an appointment.
Making an appointment.
Here you see an adviser looking at existing meetings and tasks with their client. Also this showcases how they would create an appointment with ease, using swipe gestures.
Here you see an adviser looking at existing meetings and tasks with their client. Also this showcases how they would create an appointment with ease, using swipe gestures.
Here you see an adviser looking at existing meetings and tasks with their client. Also this showcases how they would create an appointment with ease, using swipe gestures.
Here you see an adviser looking at existing meetings and tasks with their client. Also this showcases how they would create an appointment with ease, using swipe gestures.
Query a transaction.
Query a transaction.
Query a transaction.
Query a transaction.
The adviser can scan through the clients transactions quickly. They can filter it based on what type of transaction it is. Also they can query a particular transaction and ask the client about it if needed be.
The adviser can scan through the clients transactions quickly. They can filter it based on what type of transaction it is. Also they can query a particular transaction and ask the client about it if needed be.
The adviser can scan through the clients transactions quickly. They can filter it based on what type of transaction it is. Also they can query a particular transaction and ask the client about it if needed be.
Explore investments.
Explore investments.
Explore investments.
Explore investments.
Also part of the App the adviser can drill down on each investment the client made from a performance point of view. They can also see which regions they have invested in all the way to each holding.
Also part of the App the adviser can drill down on each investment the client made from a performance point of view. They can also see which regions they have invested in all the way to each holding.
Also part of the App the adviser can drill down on each investment the client made from a performance point of view. They can also see which regions they have invested in all the way to each holding.
Communicate.
Communicate.
Communicate.
Communicate.
We imagined the App being the main point of communication. From voice calls to messaging all in one place. In this particular view you can see a two way conversation with the adviser and their client.
We imagined the App being the main point of communication. From voice calls to messaging all in one place. In this particular view you can see a two way conversation with the adviser and their client.
We imagined the App being the main point of communication. From voice calls to messaging all in one place. In this particular view you can see a two way conversation with the adviser and their client.
Don't forget to check out the story if you haven't yet!
Don't forget to check out the story if you haven't yet!
Don't forget to check out the story if you haven't yet!
Don't forget to check out the story if you haven't yet!
Don't forget to check out the story if you haven't yet!
Selected Works
Fund ExplorerAn investment information visualisation service.
A day in a life of an adviserBlue sky thinking on how a digital adviser and their client can interact
Archived WorkExplorations, Concepts and work I've done over the years.
Coming soon - FeastfoxThe Booking App For Smart Foodies