Reframing fragmented advisor workflows
Analysis of advisor workflows, leading to a detail design and plan to implement OpenFin Workstation across multiple internal and external applications for a seamless advisor workflow.
Customer 360 for Financial Advisors
Use Case
A privately held asset management firm retained Expero to improve and modernize their product for advisors including improving usability and workflows utilizing the OpenFin technology.
Customer Challenges
Multiple Challenges including:
- UI and User Experience
- Custom Software Development
- Technology & Platform Integration
Delivered Results
UI and User Experience - The Expero team created new and innovative designs for advisors and workflow patterns with an interactive application with the desired feature requests. These were curated and defined using an agile project with low and high fidelity work products. The end goal was a comprehensive application and customer experience for the overall suite of products including the new portfolio experience
Custom Software Development - The team was able to build the new features with the OpenFin technology and extend the current customers platform and expand the current systems feature, over all usability and bring a new easy to use product to market
Expero Solution
Installed and configured the OpenFin desktop technology and simultaneously design and create a new advisor user views, easy to use analytics, advanced workflows and to integrated the new functions and technology to the existing plattforms with new features and enhanced capabilities.
Overview
A privately held asset management firm retained Expero to improve and modernize their product for advisors including improving usability and workflows utilizing the OpenFin technology.
The Challenge
Multiple Challenges including:
- UI and User Experience
- Custom Software Development
- Technology & Platform Integration
Our Solution
Installed and configured the OpenFin desktop technology and simultaneously design and create a new advisor user views, easy to use analytics, advanced workflows and to integrated the new functions and technology to the existing plattforms with new features and enhanced capabilities.
Our Approach
