The task is to create an application for Private clients, where they can close the most frequent cases. Free up the time of financial and investment advisors to direct their resources to personal service.
The working process- CJM
- Road Map
- Prototype
- Interviews with financial and investment advisors
- Preparing for interviews with private clients of financial advisors
- Design finalization
- Close work with the technical team
As a result, in 3 months the application was designed and launched from idea to implementation.