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Zarna Doshi

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The digital transformation of the wealth management industry is changing client advisory more than ever before. Avendus, one of India's leading wealth management firms, partnered with Leaf Design to scale up the analytical experience for its clients and relationship managers in order to capitalise on this rising opportunity. 

Our research began by conducting interviews with a diverse group of stakeholders to collect data that would help us prioritise ideas and features, articulate user functionalities, and make informed decisions about product functionality.

We focused primarily on developing user flows that guide users through layered information about their portfolio allocation, allowing them to gain a thorough understanding of how their investments are structured. The app also serves as a highlighting space to reflect the thoughtful market insights and analytical tools that assists visionary investors in identifying opportunities for financial diversification.

The phrase ‘Future is next' inspired us to design the app’s visual language that captures the essence of growth and progression while maintaining the serious and authoritative nature of the brand. The goal is to evoke a sense of aspiration with gradients adding a refreshing dynamism and sense of technological advancement to the interface. The integration of data visualisation and serious typography to easily comprehend complex information was critical.

This app is extremely beneficial in organising, documenting, and reporting user data which provides RMs with a unified platform to access and analyse client portfolios & their subject interests. These analytics can be converted into actionable insights, thereby strengthening their advisory activities and deepening their engagement with clients.

Silver Winner in UX, Interface & Navigation

Avendus Wealth Management App

Indigo Design .css-77mll5{display:block;}@media screen and (min-width: 80em){.css-77mll5{display:inline;}}Award Winners

2018

Indigo Design Award Winners