Merrill Lynch – Wealth Management POC

After the iPad launched, Merrill Lynch asked us to look into how it could be used to enhance advisor/client relationships. We knew Wealth Management clients expected a higher-degree of access than traditional retail banking, so we created a tool that lets them work off of the same page. Here's the flow: A client updates one of her goals, she alerts her advisor, the advisor sees the change. Swiping up the client-GUI to reveal the advisor-GUI , the advisor crunches the numbers so her client can review the impact on other goals. That's it. Not too far from real-life – just much faster and easier to get what you need.
Manage goals
Add Goals
Monitor Portfolios
here's a clip
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