Advisor Platform Concepts
Conceptualising the ideal Wealth Platform
- Based on our years of expertise within the wealth industry, we have created a future vision of an advisor portal, with a focus of designing a simple and intuitive experience that increased efficiency in completing common tasks.
- We’re currently working on conceptualising the complete end-to-end experience for customers who decide to use IFAs to manage their investments but also want increased visibility through an integrated D2C offering.
Award winning digital transformation expertise
- ‘XD by AD’ is an Experience Design service offered by Answer Digital, who are an award winning UK digital transformation agency of 20 years providing front-end, middleware, back-end, integration, automated testing, cloud hosting and XD expertise.
- For many years we’ve been working with wealth companies of all sizes (including Bravura, London, Prudential and Aviva) helping them to realise their ambitions by utilising our experience in researching, designing, developing, integrating and delivering systems (including continual improvements).
Helping our clients achieve their aspirations…
D2C Investment Platform: We designed a mobile-first experience to increase engagement and education of personal investment products, helping to solve 'wicked problems' entrenched with inertia...
NHS Digital: We were integral to designing, developing and delivering an award winning initiative for NHS Digital that had a specific aim of improving care for people with mental health issues...