Improved Advisor Efficiency by 35% at JPM Private Bank Through Integrated Portal
Ideation / Iterations
I used the How Might We method to address user needs while satisfying business goals.
How Might We give advisors an at-a-glance view of All of their clients and All of their accounts?
How Might We let advisors analyze one client's financial health via profile overview and then define necessary workflows?
How Might We allow “In-place” edits to eliminate the needs to take physical notes and key in client’s ID number in multiple apps?
V1 - Opportunities & Maintenance as Column Headers
This version was not selected as 5 out of 5 advisors responded that it was not easy to scan the opportunities and where they are.
V2 - Added Omni Search Bar, and multiple filters
This version was well received. However 3 out of 5 advisors indicated they would like to know the highest priority item and start their workday from there.
V3 - Opportunities & Maintenance Tabs with multiple detailed filters
The Final version was a hybrid of V1 and V2 to reflect advisor's desire to see the most important opportunities (External account aggregation) first.
