Financial Services

Planning Stages

Discovery

Analyzing what to do

Active communication with Stakeholders

Define Competitors

Business Requirements

Divide the scope of features by priority

Provide detailed charts and

Design

Starting with UI/UX design

Analyze UX of competitors

Creating User Flow

Creating Low / High-fidelity wireframes

Moodboard, Define the style of UI, Branding

UI screen design

Design System development

Development

Starting with development

Tech discovery

High-level architecture and system diagram

Setup project

Kick-off development

Follow Agile / Scrum

Delivering

Delivering the product to end users

GDPR, Privacy Policy, Term of Use

All necessary data for the Stores

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Support & growth

Product improving

Ongoing bugs fixing

Adding new features

Plan of future releases

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Features

Project challenges included designing simple workflows for complex services, while ensuring secure handling of sensitive client and financial data.

Advisor Dashboard

A centralized workspace that gives advisors a full overview of clients, active services, and request statuses. Key metrics and recent updates help advisors prioritize work and act faster.

Client Base

A searchable client directory where advisors can quickly find any client and review their current requests. Each profile includes progress, missing documents, and recent activity for better case management.

Service Requests

Advisors can generate and send service requests (KYC, taxes, wills, mortgage, insurance) in a few clicks. Each request creates a guided questionnaire link for the client and starts progress tracking automatically.

Action Hub

A task-focused view that highlights what needs attention — missing documents, pending reviews, or stalled progress. This reduces manual follow-ups and helps advisors stay in control of every workflow.

Document Requests

Advisors can request missing files directly inside the portal and track what has been received. Clear statuses keep document collection organized and prevent delays.

Client Dashboard

A personalized home screen that shows clients their active services, progress, and next steps. Important actions, documents, and advisor contact are always accessible.

Profile Information

Advisors can request missing files directly inside the portal and track what has been received. Clear statuses keep document collection organized and prevent delays.

Self-Serve Tools

A guided section where clients can complete questionnaires for services like wills, taxes, and KYC. Each tool includes clear progress tracking and the ability to resume anytime.

Mortgage & Insurance Quotes

Clients can request and receive quotes directly inside the portal. They can compare offers, view details, and take action without leaving the platform.

Existing Products

A dedicated area where clients can view their current financial products, such as active insurance policies or mortgage details. This keeps everything transparent and easy to access.

Advisor Support & Meeting Scheduling

Clients can contact their advisor directly and schedule a call when they need help. This creates a guided experience without forcing clients to leave the portal or rely on external tools.