Powering Asset Management & Wealth Management with Robo Financial Advisors

Powering Asset Management & Wealth Management with Robo Financial Advisors

Getting a new and automated platform for asset management with high expectations of a smart and efficient wealth management system, informative simulated views and pleasing UI was what the client had hoped for. But the reality contrasted sharply, as the Robo Advisor they bought lacked an intuitive UI, user friendliness and had a dated online approach. This impacted client-customers’ expectations and mediocre asset management had our client losing out on productivity, efficiency and gaining unsatisfied customers.

Hexaware analyzed the financial advisory market and UX Research documentation available while getting insights about personas of the app users. They then designed an intuitive interface with a simplified and customized UI with advantages like

  • The redeveloped UI had the power to become a one stop feature for user accounts and featured almost real-time simulations of the investment scenarios
  • It offered simulated gamified experiences, accuracy, simplicity and power all in a simple app.
  • The newly designed Robo Advisory App could be easily adopted by non-tech savvy and debuting users and it presented a wide range of functionalities to delight investors which were otherwise missing in the outdated web portal.

To know how Hexaware transformed a non-friendly, dated and legacy platform running app into an innovative, user-friendly, powerful and intelligent asset management portal, download this case study

Learn more about transformed asset management platform with high end UI/UX features and user friendly Robo Advisory app that enhanced customer experience

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