Wilmington Trust - AdvisorOne

AdvisorOne, an internal facing system, is an integral tool for those managing high value clients. It enables Wilmington Trust advisors to quickly and efficiently access client information. Background: - AdvisorOne is an important tool for Wealth Advisors at Wilmington Trust. 
It is essential to their success and an important part of their daily tasks. - The existing AdvisorOne application was cumbersome, complicated to use, and 
not as effective as it could be in leveraging client information for advisors.
 Goal: - Find ways to add value and effectiveness to the AdvisorOne platform in order to maintain client retention and increase cross-selling opportunities. Visual Strategy: Make it easier to navigate for advisors by providing visual clarity and incorporating new functionalities. Research method: User Interviews *The data and information shown in the designs below is fictional and meant only for mockup purposes.