JMFL Wealth Management DashboardFor UHNI & HNI Clientele
Requirement
Workflow/visualization for better data understandingWe created a portal that dealt with the user’s pain areasSimplify the complex information for user types- HNIs & their wealth managersHave systematic, organized and secured dataCreate a mobile app for users on-the-go
Strategy
JMFL Wealth Management DashboardFor UHNI & HNI Clientele
Outcomes
An easy user workflow that helps users to find relevant information quicklyData visualization that enables better investment assessmentMultiple graphical representations were made to draw insightful data on the goEasy access to JMFL advisors so users can make better decisionsHappy customers who appreciate simplified dataSecurity layers to keep user’s data safeThe entire experience could be downloaded and shared on the go
Office Address
Head Office
7th Floor, AJ House Abengoa, Marol Maroshi Road, Gamdevi, Marol, Andheri East, Mumbai - 400059