The problem
Advisors had to dig for the information they needed before client meetings and trades.
- Client details scattered and hard to scan
- Trading complex for new and experienced users
- Research dated and hard to compare
- Too many drill-downs across tabs
How we did it
- 01Align
Set one vision for Household, Trading and Research and won leadership buy-in.
- 02Restructure
Consolidated data and reorganized tabs so information is easier to find.
- 03Reduce drill-downs
Slide-in panels and client toggles keep advisors in context.
- 04Build in AI
Definitions, guidance and recommendations right in the workflow.
The work
