
Sign up to save your podcasts
Or
FinTech can dramatically streamline the process of onboarding new clients and serving existing ones. It can shrink the wait time between first contact and delivery of actionable advice. It can even enable richer client interactions.
But it won’t do any of that unless you and your clients actually use it.
Today’s guest on Elementality is Todd Reynolds, the User Experience (UX) Designer for the Elements app. He joins Reese Harper for a behind-the-scenes peek into the art and science going into creating a user experience that advisors and clients will love to use. He shares his experiences getting up to speed with everything that goes into financial planning, distilling that into concepts clients can understand, and turning it into a frictionless solution.
It’s this careful attention to design that permits Elements users -- you and your clients -- to efficiently gather, organize, and analyze your clients’ data, so you can more effectively help them complete their functional and emotional financial jobs.
4.8
3434 ratings
FinTech can dramatically streamline the process of onboarding new clients and serving existing ones. It can shrink the wait time between first contact and delivery of actionable advice. It can even enable richer client interactions.
But it won’t do any of that unless you and your clients actually use it.
Today’s guest on Elementality is Todd Reynolds, the User Experience (UX) Designer for the Elements app. He joins Reese Harper for a behind-the-scenes peek into the art and science going into creating a user experience that advisors and clients will love to use. He shares his experiences getting up to speed with everything that goes into financial planning, distilling that into concepts clients can understand, and turning it into a frictionless solution.
It’s this careful attention to design that permits Elements users -- you and your clients -- to efficiently gather, organize, and analyze your clients’ data, so you can more effectively help them complete their functional and emotional financial jobs.
1,744 Listeners
135 Listeners
931 Listeners
280 Listeners
1,987 Listeners
1,013 Listeners
455 Listeners
2,047 Listeners
882 Listeners
239 Listeners
110 Listeners
119 Listeners
715 Listeners
16 Listeners
19 Listeners