Broadridge developed a powerful dashboard that applies its financial data ecosystem to provide account managers with actionable insights, benchmarking, and efficient issue resolution.
Strategy, UX Design, Prototyping, Data Visualization
FINTECH
Case study | PDFBroadridge developed a powerful dashboard that applies its financial data ecosystem to provide account managers with actionable insights, benchmarking, and efficient issue resolution.
The Broadridge product team needed a dashboard experience to help account managers make sense of vast client trade data, offering actionable insights to enhance client performance management. The challenge was to consolidate diverse metrics - trade volume, revenue, servicing costs, and trade breakdowns - into a tool that supported daily isssue resolution and long-term client strategies.
Starting with stakeholder workshops to define goals, prioritize features, and align expectations. Followed by the design, the prototypes were iteratively tested, ensuring usability and minimizing complexity.
The design incorporated clear data visualizations, including historical trends, real-time trade alerts, and benchmarking tools for sector comparisons. Through this design process, the Akendi team ensured the design integrated with the Broadridge existing data systems for scalability and consistency.
help you?
