Results
Your Virtual Investment Advisor
CX transformation for financial services
Background
For over 40 years, SEI has created innovative financial solutions for building and managing private and institutional wealth. SEI had a vision for a virtual advisor that delivered financial and investment planning advice in a purely digital way. And so Goal Investor® was born. Goal Investor is a virtual financial and investment planning and advice tool that guides and educates site visitors as they make life’s complex investment decisions.
By the numbers
100+ Releases over 5 years
10+ Years working together
32 Projects across organization
What We Did
A Simple Experience for a Complex Topic
Investing can be intimidating and complex to the everyday investor. So, working to make a complex topic simple, we created an innovative experience that guides and educates, helping users clarify their investment goals and understand their options. Through a user insight program that includes both quantitative and qualitative feedback and a technical, service layer architecture, we continuously improve the experience and add features and functionality.
The Details
Deep Dive into Consumer Investing
We continually research both the digital advisor landscape and review data and user insight to refine the Goal Investor experience.
Close collaboration among strategists, designers, developers and stakeholders allows for regular experience innovation.
A Knowledgeable Interface
For Goal Investor, we designed an elegant, mobile-friendly user experience that makes dense subject matter more approachable while promoting learning through interactivity.
We built and refined a smart, intuitive platform that educates users as they create and prioritize investment goals.
Seeing Goal Investor as an “at-home, couch experience” for users looking for financial planning required a mobile-centric solution.
As people create goals, a “smart” system leverages a proprietary financial algorithm to provide personalized advice.
A Smart, Scalable Solution
The platform and secure service layer architecture deliver smart, personalized content to each user while providing an environment where we can easily evolve the user experience.
By separating the logic from the display layer, we’re able to expand and evolve the experience beyond its domain.
“We never felt as if we’re getting less than 100 percent. In fact, O3 is so invested in the project that it often seemed we were their only client.”
Marcia Noa, VP, SEI Global Services
