ZOOM: Zurich's first-to-market all-in-one Advisor Portal
Getting ahead of the competition with a next-level experience
To begin with, the market was in no shortage of sales portals for financial advisors. However, most advisor portals out there were dated in terms of the usability and user experience they offered. Zurich had bigger plans: they wanted a digital product beyond a POS-style system, and that is a handy tool that could keep up with advisors’ needs in everyday action, from sales preparation, closing a deal, to re-engaging with their customers. As Zurich’s business and design consultant, we accepted the challenge in designing an advisor portal truly designed for advisors.
SERVICES
KEY FOCUS
Discovery research UX/UI design Web design Wireframe & user flow Visual identity Content strategy Web development
INDUSTRY
LEAD TIME
3 Years 6 months
YEAR
2019-2021
Sales enablement
Create a cost-effective sales tool for Advisors
Operation streamlined
Optimize workflow for profit maximization
First-to-market
Provide full mobile & tablet app and desktop web experience
The first step to solving a business problem is to identify painpoints for both the business and users.
Harnessing the power of idea distillation in product development
Collective thinking thrives during workshops in product development. To get a clear picture of what the product was really like in different parties' minds, we ran 14 workshops in 3 weeks to discover business needs, user pain points, and user behaviors and gather the variegated expertise across teams to collaborate on the portal development task. Ultimately, we sought to create a product that sparks genuine interests of users.
The sweet spot for innovation is a combination of desirability, feasibility, and viability.
Catering for the diversity of users needs in UX design
The sweet spot for innovation is a combination of desirability, feasibility, and viability.By defining the platform channel distribution, we were able to unravel the relationships between platforms to outline the navigational structure and flow for each platform.
Streamlining development through design modularization
Functional design modules were introduced to facilitate a more flexible buildout of content, mobile application, and web development and foster the sustainability and scalability of the portal.
Make use of prototypes to validate designs with users
Oftentimes in development, the final design could deviate from the ideal masterplan after rounds and rounds of revision. To avoid that, we create prototypes for users to validate if the design was up to their expectations and needs. Based on their thoughts, the team can make fast, informed de-risked decisions on the product because it was too further down in development.
The go-to-market implementation for ZOOM
Show a compelling picture of how your digital product will make a difference to your users.
The one-page aesthetics website gives advisors and brokers a quick overview of the ZOOM portal, allowing them to explore the portal in the simplest manner.
Credits
Terry Luk / Project Lead
Kelvin Lam / UX Designer
Kelvin Choi / UI Director
Caris Mak / Copywriter
Bill Yu / Developer
Results
- Successfully streamline advisors' end-to-end workflow on Zurich's digital ecosystem and simplify their day-to-day sales process
- Adopted the Agile Development Model to rapidly and flexibly build out the platform despite of the organizational challenges.
- Created a sophisticated set of design and development assets for long-term and consistent development of the platform
