Track you clients
A sales journey can only take you so far - clients also need to be tracked. Referrals need to be followed up and queries must to be dealt with in a timely manner. A live dashboard was designed that shows status reports for all open plans, and lets IFAs know of any missed payments or issues with legacy policies.
Design, build and release in phases
A truly agile approach let us work on all the design tasks as a team, meaning the majority of designs were ready upfront for a phased build and release.
Consistency of look and feel throughout
A common design language let us re-use resigns between the phases, ensuring that design sustainability was at the forefront of what we created. A simple design also reduced user cognitive load.
What people say