IFA Client Onboarding Desktop App Concept Design Challenge

Welcome to the "IFA Client Onboarding Desktop App Concept Design Challenge". In this challenge, we would like you to continue designing the client on-boarding experience for our multinational financial service provider client for desktop. We are still looking for creative ideas for the main task (filling in the form) based on the previous mobile design.

Read the challenge specification carefully and watch the forums for any questions or feedback concerning this challenge. Let us know if you have any questions in the challenge forum!

 

Challenge Objectives

• Easy to use form UI design.
• Browse through the mobile designs and come up with the desktop version.
• Desktop screens of 1366px width.

Round 1

Checkpoint Review

- We are looking for concepts to make the onboarding experience seamless.
- Please provide as many screens as you can for checkpoint review so we can provide you feedback on your concept and direction. 
- Provide a MarvelApp link.

Round 2

Final Review

- Your completed design concept with the checkpoint feedback incorporated.
- Provide a MarvelApp link.

Project Background

• Our client is a financial service provider which is planning a strategic move towards increasing collaboration with independent financial advisors (IFAs). The idea is to let the clients of IFAs to use the infrastructure of our client, and your task is to design a tool  for the onboarding process of those end users.
• Currently IFAs have several not unified ways to collect initial information concerning their future clients’ financial position. There is no app used, the IFA needs to sit with the client and go through the forms.
• By introducing the onboarding mobile tool, our client would like to simplify the process and offer the IFAs a possibility to customize the questions being asked from the end user. In this way both our client and the IFAs be able to cover all the information they need from the end users, and the data can be sent both to our client’s systems and to the IFAs CRM systems as well through our client’s API integration.
• We already ran a design concept challenge for the mobile flow. Based on the winning designs, you can go on and build up your desktop design.

 

User Roles

The system has the 2 following user types:

• IFA (out of scope): The Independent Financial Advisor would be provided with an administrator surface where he can set up his questionnaire for his future clients. The tool would provide him generic questions which he can modify according to his needs. He can then provide a link to his future clients to fill in the onboarding form. Upon receiving the data from his client the IFA can export the data to his own CRM for further use. The IFA can also customize the app visually by adding his own logo to it.
• End User (in scope): The end user is the future client of the IFA who would like to invest his money with the help of the IFA using our client’s infrastructure. When he is ready to engage, the IFA will send him a link to the onboarding form/tool. Through the proposed tool the end user will fill in all the necessary data. The form will be available to him offline as well, so even in places of weaker connection his task will not be compromised. Whenever he is ready with the form, he can submit it to the IFA.

Sceen Requirements

Please make sure to design the following screens/functions.

1. Login/Validation

The end user gets a link from the IFA where he can access the onboarding form. What would be the best way to validate those users? Do they get a validation code that they have to input so they get access to their questionnaire? Or do they need a proper login flow? Please suggest an easy to use yet secure flow.

2. Welcome/Introduction

We need a landing screen where the end user is being informed what is he supposed to do and why he is doing it. Additional information, like how long it will take to fill the form in is also welcomed. If the end user already started to fill in his form, how he can get back to it and continue filling in the form?

In this challenge we would like you to provide 2 flows for 2 scenarios:

• For the new user, who just downloaded the app.
• For the returning user, who continues filling in the form.

3. Questionnaire

We supply different forms that are being used by the IFAs currently to give you an idea about the type of questions. You have to come up with a solution that would be able to handle all types of questions. Please provide samples for the question types and the interaction going on while answering those questions. Please come up with the most user friendly solution for the relatively large number of questions. How you would split up the questionnaire? How would you indicate the answers? Would it be a static text based solution or a chatbot type conversation? Etc.

The answers from the user would be automatically saved in the background, so you do not need to worry about this function on the UI.

Progress indication is a crucial part of the form screens. We are looking for simple, effective and motivating progress feedback with a reward mechanism implemented.

4. Submission

Upon finishing with all the answers we need a surface where the end user can submit the form to the IRA. You might want to add some information to the end users about the next steps he has to make and what he can expect after submitting the form.

5. Others

We are open to suggestions regarding further nice to have functions. For instance, you might want to include a screen where the end user can find the IFA’s profile along with his contacts. What else would be useful for the use case?

Resources

• Sample forms Link
• Winning designs from the previous challenge
• We suggest you to do your research for best practices for form design. This is one example for those.

Branding Guidelines

Please consider the below guidelines during your design process:

• Branding is opened to designers
• Typography is opened to designers
• Stock photos and stock icons are allowed from the approved sources.

Target Audience

• People willing to invest money with the help of an Individual Financial Advisor..

Judging Criteria

Your submission will be judged on the following criteria:

• Overall idea and execution of concepts.
• How well do the designs align with the objectives of the challenge.
• The overall design and user experience.
• Cleanliness of screen design and user flow.
• Attention to details

Final Deliverables

• All original source files.
• Files should be created in Adobe Photoshop and saved as a layered PSD file, Adobe Illustrator, Sketch or Adobe XD
• Marvel prototype

MarvelApp Presentation

• Request a MarvelApp prototype from me using this link: https://tc-marvel-app.herokuapp.com/challenge/30094069
• Do not use the forums to request for MarvelApp.
• Provide clickable spots (hotzones) to link your screens and showcase the flow of the solution.
• Provide the MarvelApp shareable link in your notes during submission upload.

Submission & Source Files

Final Deliverables

For submission you have to upload a zip file that contains the following 4 files:

 

• Source.zip – All original source files.

All source files of all graphics created in vector format in either Adobe Illustrator or any similar software should be saved as editable files.

 

• Submission.zip – PNG/JPG files

Submit JPG/PNG image files based on Challenge submission requirements stated above.

 

• preview.png – Your preview image

Please create your preview image as one (1) 1024x1024px JPG or PNG file in RGB color mode at 72 dpi and place a screenshot of your submission within it.

 

• declarations.txt – All your declarations and notes

This file must contain your notes if any, fonts, stock art used and your Marvel app link.