Private wealth management platform for financial relationship managers

Zenodo (CERN European Organization for Nuclear Research) 2026 Open access

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Authors: Copods COPODS DESIGN TECHNOLOGY SOLUTION LLP
DOI: 10.5281/zenodo.18845326
Cited by: 0

Abstract

We redesigned the CRM tool that helps users initiate and manage their clients investment journey by using advisory algorithms to identify the most suitable investments to meet their clients’ evolving financial goals and investment appetite UX Audit Task Flow Optimization Navigational structure Redesign Wireframing Visual Design

Fields of Study & Subjects

Usability and User Interface Design Information Architecture and Usability Mobile and Web Applications

Publication details

Journal / source
Zenodo (CERN European Organization for Nuclear Research)
Publication date
3 March 2026
Language
EN