JMFL Wealth Management Dashboard
For UHNI & HNI Clientele
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
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
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
India’s Pioneer IoT B2B E-commerce Platform
Tata Communications, the telecom giant, wanted to bring order in the fragmented IoT landscape in the B2B market and evolve as the backbone of IoT ecosystem in India
This platform is the place to collaborate and enhance IoT business propositions for their vendors and partners
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
A Guided Selling Proposition
We mapped the cutting-edge and industry-first solutions with utility-based information for better comprehension. Thus, our partners can easily access the smart, automation, tracking, and efficiency-enhancing solutions best suited for them
Custom Funnel for the Key Partners
The e-commerce platform hosts unique roles for the GTM partner and the Vendor partner. We have designed personalized segmentation to keep their experience dynamic and role driven
This also allows TaTa communications to generate leads and build a network of potential vendors
The Sale is in the Details
The product detail page is highly decorated with actual imagery and relevant buckets of information. The zoom on hover feature is complemented with details of features, specifications and application details
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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