Financial Services Onboarding
The Problem Adviser onboarding in for a Financial Dealergroup is an extremely manual, slow, repetitive process. The standard business model for profitable Dealergroups is to scale their network of advisors. We were tasked with replicating the existing manual process, while uncovering efficiencies in automation and digitisation of information. The Original Process Admin emails multiple forms to individual with instructions. Individual fills out each form, signs, scans and uploads with other
The Challenge Design a commission processing system that: Is intuitive Simplifies a complex process Maximises use of screen realestate Visually differentiates it within the market The Approach Starting with the basics and having, no background in commissions processes, we built the system from the ground up to take an intuitive approach. Unlike most systems that have a very linear flow, based on individual, dedicated screens, we tried to maintain context
The Brief Redesign and develop Allied Risk’s group of websites, initially focussing on Allied Risk and Allied Training. Create a seamless experience between the two sites that have similar but seperate content. Modernise and professionalise the Allied Risk brand The Challenge No clear hierarchy of information or CTAs Extremely complicated and disorganised group of products and services. A large amount of content and data. A well established brand and clients.