People need financial advice. Finding reliable, knowledgable financial advisors is difficult. So, when the client approached us to built an application that’ll help fill this gap, we got down to our drawing boards and text editors, and the result was Top Advisors.
The design team got together with the project manager on this project, and chalked out detailed low fidelity wireframes for the client. The wireframes, based on user stories underwent a couple of iterations. The challenge was to make lead conversion as easy as possible, with minimum number of steps and matching the lead with the right advisor.
The USP of TopAdvisors is a custom designed, matching algorithm that matches the users with the best financial advisors, according to their needs. Users answer a few general questions, and the system shows 10 Top Advisors that are more than equipped to handle the queries. The best part, all the Advisors recommended by the system offer free consultation to the users. Now that’s taking customer experience to the next level.