Copods

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Private wealth management platform for financial relationship managers

We redesigned the CRM tool that helps users initiate and manage their clients investment journey by using advisory algorithms to identify the most suitable investments to meet their clients’ evolving financial goals and investment appetite
  • UX Audit
  • Task Flow Optimization
  • Navigational structure Redesign
  • Wireframing
  • Visual Design

    • The Engagement

    START

    1 Designer

    SCALE

    21 Designers

    TRANSFORM

    2 Designers

    Strategic Changes for Immediate impact

    Identified user pain points that defined the product strategy

    40%

    Increase in sales revenue in 2024

    Rapid Evaluation of the current product and identification of improvements - near term and long term

    Fast go-to-market of Keystone features

    Improved access to key tools

    Reduced the effort in finding tools that user needs on a recurring basis to conduct administrative tasks with a right hand navigation panel. The design made the user journey 3x more efficient.

    3x

    more efficient

    Streamlined Onboarding

    Streamlined the process of creating new profiles and onboarding users. Introduced a progressive bar to help user estimate their journey.

    Delight in Exploration

    Inducing delight in exploring investment opportunities by creating an engaging and intuitive Exploratory page which used Ai and advanced machine learning to recommend personalised products for every unique client’s appetite and past purchases

    Structural changes to the product for future proofing.

    Introduction of data visualization and interaction patterns which increased information consumption

    Redefined the product experience from an enterprise to customer facing application

    Standardized Design System which lead to code reusability

    Working with Sumin and the Copods team has been great. The efforts that the team has put in understanding our business, users and use cases is commendable. The designs have been refreshing and helped us get on track to achieve our product goals.

    We congratulate the Copods team on their milestone and wish them all the best for the future. Keep up the good work, guys!

    Director, Products

    More Case Studies

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    Banking and Finance We have worked with financial institutions to make various aspects of investing and managing funds delightful and easy to understand.

    Your challenges, our mindshare

    We believe in focussing on the 40% for delivering 100% impact.

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