Revamping portals : Lets see how we Bridged the gap between Consumers and Advisors in a Fintech platform portal.
Designing a portal for a well reputed independent provider of secure banking and financial data services
Client approached with Insights on where their user experience lack in terms of connecting their Trusted advisors with each consumers.
Project is Under NDA .
With our portal we allow users to connect and manage multiple bank accounts and allow advisors access to particular accounts . Trusted advisors get a dedicated portal to log in manage multiple client accounts
One of the main challenges is to build trust among users in providing access to their sensitive data .
Consumers might feel reluctant to share personal and account data on a platform.
May find it difficult to manage and connect with trusted advisors
May find it difficult to manage and connect with trusted advisors
while dealing with large data . Exporting them for external purposes can be painful especially when dealing with large enterprise accounts.
Consumers should have easy and intuitive control over their account details, transactions, and permissions.
Providing easier integrations with third - party software's.
Dedicated and Centralized Portal for Advisors to ensure ease in managing multiple client accounts.
A trial user testing is done before implementing changes to the portal and is requested by client to deliver a complete working prototype in FIgma.
Making it easier for the users to connect new account . Flow also ensures that our users are informed throughout the process
Advisors have a separate portal to manage their customers and account information's . They have option to export accounts
test users found the interface intuitive.
task completion rate in initial user tests.
Average time to complete key tasks
85%
test users found the interface intuitive.
90%
task completion rate in initial user tests.
6 mins
Average time to complete key tasks
Similarly entire platform flow is redesigned and tested with selected groups which made the user experience far more better than before
Visit site below for more info
