The client needed to simplify how their internal and advisor-facing teams interacted with technology. With multiple departments relying on outdated tools, maintaining consistency and scale became an uphill battle. The existing platform was falling short in usability, intuitiveness, and adaptability—slowing down both operations and client service.
geniant took a human-centered approach, conducting targeted discovery across user groups to uncover high-friction workflows and unmet needs. Our team leveraged those insights to redesign key areas of the advisor platform. We introduced a robust design system and component libraries that could be reused across teams—future-proofing the system while ensuring every interaction felt seamless. Thousands of advisors now experience a more intuitive interface that improves their day-to-day work and enables deeper client engagement.