Lee Sachs's profile

Variable Annuities Decision Tool for Financial Advisors

Large financial services client had storehouse of knowledge about variable annuities that distinguished over 1,000 products through simple categorization.  The knowledge was essentially in a spreadsheet.  Our application re-envisioned that knowledge into a Decision Tool that Financial Advisors could use to engage customers through a series of questions and ultimately help them select the right product for their needs.  Project involved conception, user definitions, content strategy, high-fidelity wireframes and design specifications.   
Variable Annuities Decision Tool for Financial Advisors
Published:

Variable Annuities Decision Tool for Financial Advisors

Variable Annuities Decision Tool for Financial Advisors

Published: