Wealth Advisor Platform
Wealth Advisor Platform
Wealth Advisor Platform
Led the design of a comprehensive internal platform for National Bank of Canada's Wealth Advisors, transforming fragmented systems into a unified, efficient workspace that streamlines daily operations and enhances client service delivery.
Led the design of a comprehensive internal platform for National Bank of Canada's Wealth Advisors, transforming fragmented systems into a unified, efficient workspace that streamlines daily operations and enhances client service delivery.
Led the design of a comprehensive internal platform for National Bank of Canada's Wealth Advisors, transforming fragmented systems into a unified, efficient workspace that streamlines daily operations and enhances client service delivery.
Client
Client
National Bank of Canada (NBC)
National Bank of Canada (NBC)
Year
Year
2024
2024
Role
Role
Design Lead
Design Lead
My Role
My Role
Lead Product Designer - End-to-end design ownership from research and strategy through final implementation, collaborating closely with stakeholders and development teams.
Lead Product Designer - End-to-end design ownership from research and strategy through final implementation, collaborating closely with stakeholders and development teams.
The Challenge
The Challenge
Wealth Advisors were juggling multiple disconnected platforms, leading to inefficient workflows, data silos, and missed opportunities for proactive client management. The existing system landscape created friction in critical tasks like client management, trading, and referral processes.
Wealth Advisors were juggling multiple disconnected platforms, leading to inefficient workflows, data silos, and missed opportunities for proactive client management. The existing system landscape created friction in critical tasks like client management, trading, and referral processes.
The Outcome
The Outcome
The redesigned platform transformed how Wealth Advisors work by eliminating system fragmentation, enabling proactive client management, and significantly reducing time spent on administrative tasks while improving decision-making accuracy and client service quality.
The redesigned platform transformed how Wealth Advisors work by eliminating system fragmentation, enabling proactive client management, and significantly reducing time spent on administrative tasks while improving decision-making accuracy and client service quality.
Centralized Intelligence Hub
Central Intelligence Hub
Unified Dashboard: Created a comprehensive command center consolidating critical information and tools
Client Summary View: Eliminated platform-switching with consolidated client data in a single interface
Smart Notifications: Centralized alert system aggregating notifications from multiple sources
Proactive Advisory Tools
Data-Driven Triggers: Developed intelligent recommendation system analyzing portfolio risks and opportunities
Cash Flow Management: Built visual alerts for liquidity issues and upcoming transactions to prevent penalties
Automated Processes: Designed templated workflows for frequent tasks like client onboarding
Streamlined Operations
Optimized Trading: Centralized live trading data, prices, & transaction status in real-time
Enhanced Referrals: Simplified referral tracking with centralized specialist database and progress monitoring
Cross-Platform Sync: Implemented automatic data sync across systems
Contextual Help: Integrated in-workflow assistance to reduce support friction
A Customizable Single Pane of Glass
A Customizable Single Pane of Glass
A Customizable Single Pane of Glass
A centralized interface that consolidates and presents key information and tools in a unified view. The goal is to provide users with a comprehensive, at-a-glance overview whilst enabling easy access to critical data and functions.
A centralized interface that consolidates and presents key information and tools in a unified view. The goal is to provide users with a comprehensive, at-a-glance overview whilst enabling easy access to critical data and functions.
A centralized interface that consolidates and presents key information and tools in a unified view. The goal is to provide users with a comprehensive, at-a-glance overview whilst enabling easy access to critical data and functions.
Summarized client dashboard
Summarized client dashboard
Summarized client dashboard
A summary dashboard consolidating all key client information into a single, easily accessible view, eliminating the need to navigate multiple platforms. This streamlines workflows, saves time, and enables quick, proactive & informed decision-making by allowing users to view key information and take action directly from the dashboard.
A summary dashboard consolidating all key client information into a single, easily accessible view, eliminating the need to navigate multiple platforms. This streamlines workflows, saves time, and enables quick, proactive & informed decision-making by allowing users to view key information and take action directly from the dashboard.
A summary dashboard consolidating all key client information into a single, easily accessible view, eliminating the need to navigate multiple platforms. This streamlines workflows, saves time, and enables quick, proactive & informed decision-making by allowing users to view key information and take action directly from the dashboard.
Unified notifications panel
Unified notifications panel
Unified notifications panel
A centralized panel that aggregates and displays all relevant alerts and notifications from multiple sources/systems to provide a single, accessible view for users to stay updated on important activities and events. Notifications are defined more as items that the user needs to address.
A centralized panel that aggregates and displays all relevant alerts and notifications from multiple sources/systems to provide a single, accessible view for users to stay updated on important activities and events. Notifications are defined more as items that the user needs to address.
A centralized panel that aggregates and displays all relevant alerts and notifications from multiple sources/systems to provide a single, accessible view for users to stay updated on important activities and events. Notifications are defined more as items that the user needs to address.
Proactive data triggers
Proactive data triggers
Proactive data triggers
Proactive data triggers generate relevant, personalized recommendations for each client by analyzing key factors across platforms, such as upcoming events or risks in their portfolio. This helps advisors seize opportunities, avoid missing important actions, and saves time by consolidating information into a single, actionable view. Recommendations are pre-emptive suggestions for the user to choose to action.
Proactive data triggers generate relevant, personalized recommendations for each client by analyzing key factors across platforms, such as upcoming events or risks in their portfolio. This helps advisors seize opportunities, avoid missing important actions, and saves time by consolidating information into a single, actionable view. Recommendations are pre-emptive suggestions for the user to choose to action.
Proactive data triggers generate relevant, personalized recommendations for each client by analyzing key factors across platforms, such as upcoming events or risks in their portfolio. This helps advisors seize opportunities, avoid missing important actions, and saves time by consolidating information into a single, actionable view. Recommendations are pre-emptive suggestions for the user to choose to action.
Optimized trading experience
Optimized trading experience
Optimized trading experience
Optimize the trading experience by centralizing live data, including executed and pending trades, live product prices, and real-time deposit/withdrawal status, all in one place. This eliminates the need to switch between systems, saves time, reduces errors, and enhances trading accuracy and precision.
Optimize the trading experience by centralizing live data, including executed and pending trades, live product prices, and real-time deposit/withdrawal status, all in one place. This eliminates the need to switch between systems, saves time, reduces errors, and enhances trading accuracy and precision.
Optimize the trading experience by centralizing live data, including executed and pending trades, live product prices, and real-time deposit/withdrawal status, all in one place. This eliminates the need to switch between systems, saves time, reduces errors, and enhances trading accuracy and precision.
Streamlined referral process
Streamlined referral process
Streamlined referral process
Streamlining the referral process by creating a single entry point and progress tracker for all referral types (received and sent) improves efficiency and visibility. This reduces time spent navigating multiple platforms, minimizes time spent following up with different people, reduces errors.
Streamlining the referral process by creating a single entry point and progress tracker for all referral types (received and sent) improves efficiency and visibility. This reduces time spent navigating multiple platforms, minimizes time spent following up with different people, reduces errors.
Streamlining the referral process by creating a single entry point and progress tracker for all referral types (received and sent) improves efficiency and visibility. This reduces time spent navigating multiple platforms, minimizes time spent following up with different people, reduces errors.
Centralized list of referrals
Centralized list of referrals
Centralized list of referrals
Create a centralized, searchable database of key Point of Contact (POC) specialists to quickly match clients with the right expert. This streamlines the process, and ensures clients are connected with the most suitable specialist for their needs, ultimately enhancing operational efficiency and client satisfaction.
Create a centralized, searchable database of key Point of Contact (POC) specialists to quickly match clients with the right expert. This streamlines the process, and ensures clients are connected with the most suitable specialist for their needs, ultimately enhancing operational efficiency and client satisfaction.
Create a centralized, searchable database of key Point of Contact (POC) specialists to quickly match clients with the right expert. This streamlines the process, and ensures clients are connected with the most suitable specialist for their needs, ultimately enhancing operational efficiency and client satisfaction.
Auto-populating data across systems
Auto-populating data across systems
Auto-populating data across systems
Automatically sync data across multiple systems in real-time, ensuring updates in one place are reflected everywhere without manual re-entry. This reduces errors, saves time, and ensures consistent, accurate data across all platforms, improving operational efficiency and decision-making.
Automatically sync data across multiple systems in real-time, ensuring updates in one place are reflected everywhere without manual re-entry. This reduces errors, saves time, and ensures consistent, accurate data across all platforms, improving operational efficiency and decision-making.
Automatically sync data across multiple systems in real-time, ensuring updates in one place are reflected everywhere without manual re-entry. This reduces errors, saves time, and ensures consistent, accurate data across all platforms, improving operational efficiency and decision-making.
In-context prompts for platforms
In-context prompts for platforms
In-context prompts for platforms
Immediate assistance to enable users to receive quick and relevant help exactly where and when they need it. This will reduce friction and the time-taken to seek support which enhances user efficiency as it minimizes the need for them to leave the current workflow.
Immediate assistance to enable users to receive quick and relevant help exactly where and when they need it. This will reduce friction and the time-taken to seek support which enhances user efficiency as it minimizes the need for them to leave the current workflow.
Immediate assistance to enable users to receive quick and relevant help exactly where and when they need it. This will reduce friction and the time-taken to seek support which enhances user efficiency as it minimizes the need for them to leave the current workflow.
Highlighting cash flow actions
Highlighting cash flow actions
Highlighting cash flow actions
The concept involves providing a consolidated, real-time view of liquidity issues and upcoming transactions of money coming out of accounts (i.e. RIF, fees, etc.), with alerts and visual cues to prioritize actions and prevent debit balances or penalties. This improves risk management, reduces errors, and ensures better cash flow control, ultimately saving costs and enhancing decision-making.
The concept involves providing a consolidated, real-time view of liquidity issues and upcoming transactions of money coming out of accounts (i.e. RIF, fees, etc.), with alerts and visual cues to prioritize actions and prevent debit balances or penalties. This improves risk management, reduces errors, and ensures better cash flow control, ultimately saving costs and enhancing decision-making.
The concept involves providing a consolidated, real-time view of liquidity issues and upcoming transactions of money coming out of accounts (i.e. RIF, fees, etc.), with alerts and visual cues to prioritize actions and prevent debit balances or penalties. This improves risk management, reduces errors, and ensures better cash flow control, ultimately saving costs and enhancing decision-making.
Pre-built step-by-step processes
Pre-built step-by-step processes
Pre-built step-by-step processes
A pre-built step-by-step template for the most frequently followed processes by Advisory Teams e.g. onboarding (the client experience/service offer). These templates would enable users to import the various steps in order into their task-view with the appropriate dates attached.
A pre-built step-by-step template for the most frequently followed processes by Advisory Teams e.g. onboarding (the client experience/service offer). These templates would enable users to import the various steps in order into their task-view with the appropriate dates attached.
A pre-built step-by-step template for the most frequently followed processes by Advisory Teams e.g. onboarding (the client experience/service offer). These templates would enable users to import the various steps in order into their task-view with the appropriate dates attached.
©2025 - Jon Kerr
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©2025 - Jon Kerr
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©2025 - Jon Kerr
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