Introduction of Oreign It's an Specialized Alternative Real Estate Investments Company
Assetmonk is a platform designed to make investing in alternative assets easier. The goal of the Assetmonk Channel Partners web app is to help onboard investors and guide them to invest in their desired products seamlessly. This case study explores the user experience (UX) design process we used to create an intuitive and user-friendly platform for Assetmonk’s channel partners, which include both agencies and individual brokers.
Problem Statement
Channel partners, including agencies and brokers, face significant challenges in identifying suitable investment opportunities, managing client onboarding, and providing comprehensive reporting tools. The existing process is often manual, time-consuming, and lacks a centralized platform for efficient management and reporting. The goal was to create a web app that addresses these challenges, ensuring a seamless and efficient experience for channel partners.
The Goal
Create a user-friendly platform that streamlines the process for channel partners to connect with
potential investors, ultimately increasing lead generation and conversion rates..
Goals
User Goal:
✨ Provide an intuitive platform for channel partners to manage investments and onboard clients.
✨ Ensure access to comprehensive reporting tools and performance metrics.
✨ Offer educational resources to enhance the knowledge and skills of channel partners.
Project Goal:
✨ Develop a user-friendly web app that simplifies investment management for channel partners.
✨ Streamline the client onboarding process and provide detailed reporting tools.
✨ Enhance user engagement through goal tracking, learning modules, and certification programs.
Business Goal:
✨ Increase the number of investors onboarded through channel partners.
✨ Improve the efficiency and effectiveness of channel partners in managing investments.
✨ Strengthen Assetmonk's brand as a trusted platform for alternative investments.
Process and Strategy
Assetmonk is focused on iterative development and collaboration to quickly deliver a user-centric solution. The process emphasized flexibility, continuous feedback, and incremental improvements to meet the evolving needs of channel partners.
User Research & Methodology
Research Methods:
✨ User Interviews - We talked to financial advisors and representatives from wealth management firms to understand their needs and challenges.
✨ Feedback Forms - Expectations, Requirements, Suggestions and area of improvements from old existed platform
✨ Wireframe Observations - Got user insights on usability and Information
✨ Expert Review - Reviewed our designs and provided recommendations.
✨ Personas and Empathy Mapping - created to guide the design process.
Key Findings:
✨ Users found current manual processes cumbersome and time-consuming.
✨ A strong need for a centralized platform with detailed investment information and reporting tools was identified.
✨ Users valued intuitive navigation and clear visual feedback.
Let's Define User Goals By providing tools for lead management, goal setting, investor onboarding, etc...
The Channel Partners Webapp offers a range of features and functionalities to empower channel partners at both the individual and company levels.
Lead Management
Lead Conversion
Investment Opportunity
Investor Onboarding
Investor Management
Manage Earnings
Goal Setup
Referrals
Team Management
Onboard Team
Goal Setup
Track Team activities
Connect Relationship Manager
Task Manage & Help desk
Goal Manage for Team
Blogs
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