An Intuitive Investing Innovation
Reimagining the Digital Wealth Experience:
A premier wealth firm partnered with Fintex to turn a fragmented portal into a seamless, mobile-first experience, setting a new standard for client engagement in digital wealth.
How do we modernize a fragmented client experience?
A financial services provider was facing challenges with user experience, primarily due to a fragmented interface that made it difficult for clients to access key portfolio information. Financial advisors and clients alike struggled with navigating through the existing platform, leading to inefficiencies and a subpar digital offering. This was compounded by a lack of a seamless, mobile-first experience, preventing the company from delivering a competitive advantage in the digital wealth management space.
“This project was a chance to push beyond the status quo and reimagine digital wealth engagement from the ground up.”
Kuhan Paramsothy, Fintex CTO
A Mobile-First, Client-Centered Experience
Fintex was engaged to redesign the investor portal, transforming it into a mobile-first application with the potential to evolve into a full-scale digital solution. The project focused on improving client experience through a more intuitive and accessible interface, while also supporting a seamless transition to internal systems and future platform scalability.
Key Enhancements
- Household portfolio summaries to provide clients with a clear view of their overall portfolio health
- Transactions, activities, and document views to allow seamless tracking and management of financial transactions
- Portfolio insights into market values, holdings, and changes, empowering clients to make informed decisions
- Key metrics and advisor team information to enable quick access to important data about their advisory team
- Expanded capability to lay the groundwork for future app features and 360-degree wealth management offerings
A Scalable, Client-Centric Investment Platform
Fintex delivered a fully clickable, high-fidelity prototype that set the foundation for the long-term investor experience roadmap. Centered on mobile-first design and key functionality, the platform positions the firm with a more competitive digital offering. Supporting the shift to in-house management, the new experience enhances engagement and empowers both clients and advisors to manage portfolios with greater efficiency and transparency.
Mark Nicholson
SVP, Client Experience, Marketing & Communications