Industrial Alliance
The IA Industrial Alliance Financial Group project aims to create an engaging
onboarding experience for both new and existing clients. This initiative customizes
the onboarding process to suit various industries. While sectors like entertainment
and gaming benefit from creative interactions, the financial industry leans toward a
more practical, transactional approach.
Central to this design are customizable, personified avatars that help build strong
client relationships. Advisors can tailor these avatars, allowing clients to engage
with representations that reflect their own identities and preferences. The user
interface dynamically animates the background based on client information,
enhancing the relevance of the content and overall experience.
For existing clients, the interactive virtual assistant streamlines the KYC update
process, transforming a typically tedious task into a smooth and enjoyable
experience. By focusing on empathy and reducing cognitive load, this project
reimagines the onboarding journey, ensuring it is both efficient and memorable for
all clients.
iOS • User Interface • Illustration • Onboarding • Logo
- Sep 09, 2023