SaaS 

Membership Portal

Problem Statement

As a member I want to view all my member benefits in one place, engage with the organizational community, while also managing my monthly subscription and firm accounts.

Requirements

  • Dashboard 

    • Community Calendar​

    • Messaging Center

    • Single sign on to 3rd party tech

    • Access to forums

    • Access to membership academy

  • Member Benefits 

    • Sign up for member benefits​

    • Add licenses

    • Cancel member benefits

  • Billing

    • Manage​

  • Community page

    • Member engagement​

    • Sign up for community events

  • Firm and Advisor Settings

    • Manage personal account​

    • Manage other users in firm

Success Metrics

  • Daily sign in

  • Reduced attrition 

  • Increase revenue per member

  • Billing error reduction

  • Increased member benefit sign ups

  • Increased attendance at community events

User Persona

This product will be for our four user personas: Early adopter, Fast Follower, Late Adopter, and Laggard, because it is essential that all members have access to their membership.

User Research/Testing

  • Interview all service line directors to align with the goals of each department.

  • Interview users at each firm phase (preparing, implementing, building, and scaling) to identify what benefits are most important to them

  • Conduct A/B testing before dev team hand off

  • Conduct user testing after product launch

XY Archive

Problem Statement

As a financial advisor, I need to track how I stay compliant with industry standards when electronically communicating with my active or potential clients. 

Requirements

  • Electronic communication account list

  • Defined flagged word list

  • Flagged data filtered down

  • Flagged data comment section

  • Archived monitoring sessions to provide to auditors 

  • Firm settings

Success Metrics

  • Advisors' audit success rate increases

  • All electronic communications are being tracked 100% of the time

  • Financial Advisors increase their required data monitoring sessions defined by industry standards.

Personas

This product's target market includes all financial advisors who communicate with their active or potential clients through electronic communications.  Laggards tend to be excluded from this list, because research shows that laggard financial advisors prefer to interact with their clients in person and through manual paperwork.

User Research/Testing

  • Interview users at each firm phase (preparing, implementing, building, and scaling) to identify what benefits are most important to them

  • Conduct A/B testing before dev team hand off

  • Conduct user testing after product launch

AdvicePay

Problem Statement

As a financial advisor I want to automate the process of sending industry compliant invoices and requirements to my clients during the financial planning process.

Requirements

  • Align all list views and progress buttons to filter into one place

  • Align client contact records to automated workflow process

  • Automated payment workflow that works for both small and enterprise firms

  • Create automations that trigger requirements and payments to be sent to client at appropriate times

Success Requirements

  • Increased on-time payments from clients

  • Increased successful financial audits

  • Improved metric tracking in enterprise firms

Personas

  • Solo financial advisor firm owners

  • Financial advisor partnered firms

  • Enterprise financial advisor firms

User Research/Testing

  • Interview financial advisor firm owners

  • Conduct automated workflow prototype user testing

  • Conduct A/B testing before dev team hand off

  • Conduct user testing after product launch