A two sided product offering in financial services.

client
Adviser Ratings
project
Web application
deliverables
  • PRODUCT ROADMAP
  • STAKEHOLDER ENGAGEMENT
  • CREATIVE DIRECTION
  • USER EXPERIENCE
  • WIREFRAME DESIGN
  • DESIGN SYSTEM
  • HTML PROTOTYPING
  • USER TESTING

Adviser Ratings looking to build upon its adviser audience by introducing a product to the financial marketplace where vendors and advisers could communicate, advisers could compare products and vendors engage with advisers.

Challenge

  • Utilise rich content and insight incentives to vendors to engage advisers to participate in the Marketplace.
  • Ensure ratings, reviews and discussions as a benchmark for engagement.
  • Provide vendors with deep data and reporting, access to an untapped adviser audience and competitor insights.
  • Build an administration tool to ensure the rollout of new products an services by the data team.
  • Grow a data store from which industry level insights and reports can be drawn.

Solution: A complimentary product set

  • The project required a fully scoped product roadmap, engaging stakeholders and product champions.
  • Use familiar product methodologies to encourage engagement with vendors in the aim of building a community.
  • A complimentary set of design systems for a two sises marketplace.
  • Access to data and insights that are agile and engaging.