Creative Direction
Tracking customer touch points using a single tool, all the while pushing contextual content to advisors to open conversation with their client no matter where they are in the relationship
Using a smart dashboard, the team focused on the two best tools for advisors to track and maintain communication with their customers
Ideas to engage serves contextual content and new to clients that is relevant to both the relationship each advisor is building and the life cycle of their funds. Advisors can review current financial news and select pieces to send to clients right away or when the time is right
Looking at common gestures and a bit of gamification, the interface came to life and simplified common tasks like tracking content relevance and client interest