Freeman Capital
Freeman Capital is a premier financial planning firm on a mission to help close the wealth gap in the African American community.
We provide smart, personalized financial planning services that help everyday people reach their financial goals. We’re committed to providing our clients with world-class financial planning services, so they can achieve their financial goals and live their best lives.
Main areas of responsibility
- Product Strategy
- New Product Discovery
- Product Design
- UX/UI Design
- Content Strategy
- Application Prototyping
- Product Management
Target and challenge
Freeman Capital is service based wealth management company serving minorities and other under represented communities.
They are transitioning into a fin-tech startup company with the help of b2c web application that helps to facilitate client interactions with wealth managers and streamlines the wealth managers workflow.
The main requirements were to create a friendly and intuitive web application that for both Wealth Managers and clients.
Problem and discovery
A single Wealth Manager interacts with and provides financial planning to a multitude of clients. The current process in the service based model is antiquated, relying on manual process and requiring Wealth Managers to interface with 3 separate micro-services to facilitate daily work functions. The current workflow is laborius and not suitable for scaling.
Due to the variety of micro-services clients have the arduous task of managing their relationship with the wealth manager and tracking financial data across 3 separate applications that do not communicate in concert with another.
Outcomes and achievements
Through Design Sprints and R&D workshops intertwined into the product development life cycle we were able to uncover creative solutions that serve the purpose of managing/interacting clients, interacting and tracking financial data from newly designed admin portal.
A client dashboard was designed to allow clients to view and track financial data as well communicate and schedule financial planning sessions with Wealth Managers
Admin Portal
Freeman Capital Wealth Managers use the admin portal to manage the interactions and wealth actions of each client as well as monitor net-worth, categorized expenses and the specific accounts that have been linked by the client.
Client Portal
Clients use the responsive web application to link bank accounts, track net-worth, categorized expenses, schedule and view upcoming meetings with Wealth Manager as well view and complete wealth actions.
