Investment tools for wealthy clients
and their personal managers
and their personal managers
Sberbank
Problem and goals
Make investments easy to explain
Create a clear interface that helps managers explain and present investment products to clients.
Create a clear interface that helps managers explain and present investment products to clients.
[01
]
Keep it simple but useful for managers
Keep the interface easy for clients while adding the tools managers previously used outside the platform.
Keep the interface easy for clients while adding the tools managers previously used outside the platform.
[02
]
Fit into the full client journey
Make the investment portfolio work naturally within the existing flow of the client meeting.
Make the investment portfolio work naturally within the existing flow of the client meeting.
[03
]
Improve the portfolio experience
Redesign the portfolio screen to reduce page switching and make key investment information easier to see and understand.
Redesign the portfolio screen to reduce page switching and make key investment information easier to see and understand.
[04
]
Portfolio review with a manager
The client and manager review the investment portfolio as part of financial planning. They check if it matches the client’s goals and needs, make changes if needed, and use the platform to select suitable investment products
Previously, users had to switch between different pages to compare their current and target portfolios. This made the comparison less convenient and caused confusion about why two different portfolios were shown.
Now, the current and target portfolio information is shown on a single page. Instead of displaying two separate portfolios, the interface uses one portfolio with a clear target section.
This section shows simple and useful insights, such as which asset classes are missing or overrepresented. Relationship managers can use this visual information to explain why a client may need to buy or sell certain investment products.
This section shows simple and useful insights, such as which asset classes are missing or overrepresented. Relationship managers can use this visual information to explain why a client may need to buy or sell certain investment products.
We changed the product selection process
Since an expert guides the client, we focused on the manager’s workflow, logic, and tools. The platform doesn’t need to explain everything on its own — it works together with the manager’s explanation and shows the same information visually
Previously, users had to switch between different pages to compare their current and target portfolios. This made the comparison less convenient and caused confusion about why two different portfolios were shown.
Now, the current and target portfolio information is shown on a single page. Instead of displaying two separate portfolios, the interface uses one portfolio with a clear target section.
This section shows simple and useful insights, such as which asset classes are missing or overrepresented. Relationship managers can use this visual information to explain why a client may need to buy or sell certain investment products.
This section shows simple and useful insights, such as which asset classes are missing or overrepresented. Relationship managers can use this visual information to explain why a client may need to buy or sell certain investment products.
