Business Challenge

Insights by MarktPsych is a tool to give financial advisors a deeper understanding of their clients’ investor personality through investor profiling, so they can invest and manage the relationship with confidence and accuracy. Insights posed the challenge of looking at how they might redesign their client survey to reflect the premium feel of their brand. I provided sketches, created medium-fidelity wireframes and provided consultation on app development.

Approach

The service solution considers the type of questions the client will be presented with. The questions alternate between True/False, and Range. I wanted to keep the focus on the questions without cluttering the questionnaire with design flourishes. It’s important that the content will properly scale across devices so I approached each question type modularly.

Additionally, upon completion of the Insights survey, the user is provided with a friendly recap of the results for confirmation, feedback, and on-the-spot client-engagement.