JMFL Wealth Management Dashboard
For UHNI & HNI Clientele
Challenges
HNI & UHNI were given wealth reports in an excel template
Users were unable to draw qualitative analysis due to big data representation
Reports were not designed with a mobile first approach
Strategy
Workflow/visualization for better data understanding
We created a portal that dealt with the user’s pain areas
Simplify the complex information for user types- HNIs & their wealth managers
Have systematic, organized and secured data
Create a mobile app for users on-the-go
Outcome
An easy user workflow that helps users to find relevant information quickly
Data visualization that enables better investment assessment
Multiple graphical representations were made to draw insightful data on the go
Easy access to JMFL advisors so users can make better decisions
Happy customers who appreciate simplified data
Security layers to keep user’s data safe
The entire experience could be downloaded and shared on the go
Personalized Investment Insights
Our redesign transformed the JMFL platform from basic excel sheets to visualized data representation. The data presentation was systematic, well-structured and simple
Numbers made Fun, Structured and Colourful
Data is presented on a dashboard that breaks up big data in an organized and simplified structure. The usage of vibrant colours creates a hierarchy of vital information for users to see.
Plug into the Investment Growth
Real-time updates allow users to stay updated and make the best decision for their investment portfolios. A Get in Touch CTA is always visible so users can connect with JMFL’s consultants.
They will help analyze the data and point users to the best direction for their investment.
Assess Investment Performance
Users are able to carefully assess their investment performance and gain insights that help them track their performance.
Bringing Investments to One Place
By linking accounts, users can easily manage their family or business portfolios. This functionality helps users and their family members handle many accounts at once, under layers of security and data encryption.
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