Digital customer wallet for HNWI
We partnered with US Premium Financier to design a digital customer wallet for their high-net-worth clients. The solution presents complex product information in a simple, easy-to-use digital interface that can be accessed anytime, anywhere.
AXELL’S ENGAGEMENT MODEL
With our proven innovation process, we help our clients
design and launch fit-for-purpose solutions.
Backed by an Advisor Portal
The prototype featured wireframes for the back-end work flow for the financial advisors and account managers inside the business. A simple, intuitive user experience with integration of tasks, messages, and automated actions were designed to ensure the platform was embedded into business processes.
Axell quickly understood our complex business products and processes, and brought a fresh approach to how to solve our business challenges. They were able to design a prototype solution with an implementation plan in a matter of weeks. We’re now excited to see it come to life.