Customer experience first
Formue is a leading company in the Nordic region offering advisory services for wealthy individuals and families, managing a total capital of 128 billion Norwegian kronor.
In partnership with the UI designers at Eternity Group, we have been working with UX design, facilitation and research for a series of innovative projects to improve the experience for Formue's customers and advisors.
Customer experience first
Formue is a leading company in the Nordic region offering advisory services for wealthy individuals and families, managing a total capital of 128 billion Norwegian kronor.
In partnership with the UI designers at Eternity Group, we have been working with UX design, facilitation and research for a series of innovative projects to improve the experience for Formue's customers and advisors.
Customer experience first
Formue is a leading company in the Nordic region offering advisory services for wealthy individuals and families, managing a total capital of 128 billion Norwegian kronor.
In partnership with the UI designers at Eternity Group, we have been working with UX design, facilitation and research for a series of innovative projects to improve the experience for Formue's customers and advisors.
Customer experience first
Formue is a leading company in the Nordic region offering advisory services for wealthy individuals and families, managing a total capital of 128 billion Norwegian kronor.
In partnership with the UI designers at Eternity Group, we have been working with UX design, facilitation and research for a series of innovative projects to improve the experience for Formue's customers and advisors.
How sustainable is your portfolio?
New EU regulations require all financial institutions to report on portfolio sustainability. In this project we wanted to go beyond regulations and give the customer a better way to understand how sustainable their portfolio is and how they can take action. We explored the concept with wireframes and prototypes, and validated the concept with two rounds of user tests to get quick feedback on what could be improved. In parallel we started working on the final design for web and app. This feature is now available for all Formue customers.
How sustainable is your portfolio?
New EU regulations require all financial institutions to report on portfolio sustainability. In this project we wanted to go beyond regulations and give the customer a better way to understand how sustainable their portfolio is and how they can take action. We explored the concept with wireframes and prototypes, and validated the concept with two rounds of user tests to get quick feedback on what could be improved. In parallel we started working on the final design for web and app. This feature is now available for all Formue customers.
How sustainable is your portfolio?
New EU regulations require all financial institutions to report on portfolio sustainability. In this project we wanted to go beyond regulations and give the customer a better way to understand how sustainable their portfolio is and how they can take action. We explored the concept with wireframes and prototypes, and validated the concept with two rounds of user tests to get quick feedback on what could be improved. In parallel we started working on the final design for web and app. This feature is now available for all Formue customers.
Early exploration with wireframes
Early exploration with wireframes
Early exploration with wireframes
Early exploration with wireframes
Better meetings & less admin
As part of the service, customers does an annual review of their portfolio with their advisor. In this session, the advisor goes through the year from a financial standpoint but also brings in a more holistic view on life situation and goals. In the past, the advisors has spent hours preparing a presentation manually. Bringing together data and visuals from different systems and putting it together in a Powerpoint presentation. With the Annual Review Tool we solved this problem by automatically generating a personalised presentation bringing in all financial and CRM data in a unique format. With a simple click, the advisor can start a personalised presentation, and instead focus on the meeting.
Better meetings & less admin
As part of the service, customers does an annual review of their portfolio with their advisor. In this session, the advisor goes through the year from a financial standpoint but also brings in a more holistic view on life situation and goals. In the past, the advisors has spent hours preparing a presentation manually. Bringing together data and visuals from different systems and putting it together in a Powerpoint presentation. With the Annual Review Tool we solved this problem by automatically generating a personalised presentation bringing in all financial and CRM data in a unique format. With a simple click, the advisor can start a personalised presentation, and instead focus on the meeting.
Better meetings & less admin
As part of the service, customers does an annual review of their portfolio with their advisor. In this session, the advisor goes through the year from a financial standpoint but also brings in a more holistic view on life situation and goals. In the past, the advisors has spent hours preparing a presentation manually. Bringing together data and visuals from different systems and putting it together in a Powerpoint presentation. With the Annual Review Tool we solved this problem by automatically generating a personalised presentation bringing in all financial and CRM data in a unique format. With a simple click, the advisor can start a personalised presentation, and instead focus on the meeting.
“The most useful IT-development that we’ve done in the history of Formue.”
“The most useful IT-development that we’ve done in the history of Formue.”
“The most useful IT-development that we’ve done in the history of Formue.”
Advisor about the Annual Review Tool
Advisor about the Annual Review Tool
Live version with sample data
Live version with sample data
Live version with sample data
Live version with sample data
Portfolio storytelling
Financial institutions like Formue must publish portfolio reports for their customers on a regular basis. This has been done with PDF reports that are available in the app or web, but few customers look at the documents. With this project, the goal was to replace the PDF’s and give the customer more engaging ways to follow their portfolio. The storytelling mode was one of the concepts that came out of the project. We started the creative process with a workshop inspired by the design sprint methodology including key stakeholders and the design team. After that exploring multiple concept tracks with wireframes and prototypes. In parallel we worked with UI design and brought in feedback from users. The results of the project is now gradually being rolled out to the customers.
Portfolio storytelling
Financial institutions like Formue must publish portfolio reports for their customers on a regular basis. This has been done with PDF reports that are available in the app or web, but few customers look at the documents. With this project, the goal was to replace the PDF’s and give the customer more engaging ways to follow their portfolio. The storytelling mode was one of the concepts that came out of the project. We started the creative process with a workshop inspired by the design sprint methodology including key stakeholders and the design team. After that exploring multiple concept tracks with wireframes and prototypes. In parallel we worked with UI design and brought in feedback from users. The results of the project is now gradually being rolled out to the customers.
Portfolio storytelling
Financial institutions like Formue must publish portfolio reports for their customers on a regular basis. This has been done with PDF reports that are available in the app or web, but few customers look at the documents. With this project, the goal was to replace the PDF’s and give the customer more engaging ways to follow their portfolio. The storytelling mode was one of the concepts that came out of the project. We started the creative process with a workshop inspired by the design sprint methodology including key stakeholders and the design team. After that exploring multiple concept tracks with wireframes and prototypes. In parallel we worked with UI design and brought in feedback from users. The results of the project is now gradually being rolled out to the customers.
