Financial Advisor Sales Platform
Redesigning an internal sales platform to help Relationship Managers make better decisions, faster.
Redesigning a data-heavy sales platform to help Relationship Managers understand, prioritise and act
Overview
This was a redesign of an internal platform used by Relationship Managers (RMs) to manage sales, teams, customers and daily activity. The challenge was not a lack of data, but making that data useful — helping RMs quickly understand performance, identify opportunities and know what needed their attention.
Reframing the experience around how RMs actually work
I started by understanding the existing RM workflow and identifying where the platform was creating friction — from navigating large amounts of information to turning data into meaningful action. I then reworked the information architecture, redesigned how complex data was presented, and brought key workflows into a more connected, mobile-first experience.
From data-heavy to action-oriented
The platform had evolved into an MIS-heavy system, with a lot of information but little guidance on what to do with it. I restructured the experience around the RM's day-to-day priorities, bringing performance, schedules, sales activity, team performance and actionable insights into a clearer hierarchy.
This shifted the product from simply showing data to helping users make sense of it and act on it.
An insight-led dashboard
A redesigned dashboard brings performance, market activity, schedules and priority actions into one view, helping RMs quickly understand what needs their attention.
Data that drives action
Portfolio and performance views turn dense business data into clear trends, targets and comparisons, so RMs can spot opportunities without digging through reports.
Sales acceleration
Sales acceleration surfaces opportunities, pending follow-ups and prospects that need attention, giving RMs a clearer path from insight to action.
A connected team workspace
Team leaderboards, performance-based nudges and messaging make it easier for RMs to track their teams, communicate quickly and encourage better performance.