Problems solved

  • Need for a seamless document sharing application (for onboarding and relationship management for Wealth and Investment banking clients.
  • Risks, tracking issues and overall inferior experience associated with email as the document sharing solution.

Solutions

  • Designed asynchronous multi-file upload experience so users would not have to wait for each upload session to complete.
  • Integrated application with Advisor Portal and Salesforce CRM in alignment with WIM branding.
  • Created “default relationship team” so employees could quickly add teams to new clients.

Impact

  • Seamless integration with Advisor Platform CRM.
  • Reduced risk, less chance for documents being lost or mixed up.
  • Better tracking.
  • Reduced onboarding time

Discovery: user flows

Desktop application

Manage advisor teams, clients, and document upload/sharing between them.

Mobile app concept wireframe

Allows users to quickly and easily contact and chat with their relationship team. Uses devices built in camera for quick upload of documents.