01

Background

Context

After the launch of both platforms Focus and Vision, a new use-case appeared; communication based on data the tools display. Both tools were created to monitor and optimize client portfolio accounts. Vision is the home office user tool and Focus is the advisor's tool.

The communication gap between the home office users and advisors became evident when client teams discovered how they shared notes/data; emails and phone calls. Clients were already running campaigns regarding client portfolio accounts but in a hacky, round about way.

The process of in bulk emailing can be a very manual task for repetitive use. Sending emails is a time consuming way to communicate client data while also using 3rd party applications to finish a task.

Business Problem

Through conversations and feedback with home office users, a clear picture emerged of the business's pain points:

• Relationship management - Clients choosing to solve problems outside of the tool can have a negative affect on relationships and longevity of client tool usage.

User Problem

• Communication gap - Home office users found it necessary to email advisors in bulk regarding client accounts after viewing data on Vision.
• Custom workflows - Different clients have different needs and practices for the tool/communication.

How might we allow the process of 'in bulk email', while also creating a streamlined, configurable tool?

02

Gain Confidence

Ideation

With my PM and team, I sketched out a number of different interaction model concepts for the Campaigns workflow.

The biggest challenge for this project was creating a comprehensive design that aloud users to perform a simple parameter search with filters only and an advanced parameter search with filters and exposure search. Use-cases for campaigns fell into those two categories.