Our client, a brokerage, insurance, and advisory technology provider, needed an innovative, technology-enabled tool to enable advisors to confidently identify and recommend annuity solutions to their clients.

Through extensive research and validation, the Nimbl Team created an intuitive, meaningful, and human-centered experience that provides trusted, scalable, and easy-to-use solutions for financial advisors. This new annuity comparison engine functionality will enable our clients’ advisors to make and defend critical recommendations for their clients.  

Challenge: Turn a startup into a market player through a fast, intuitive user interface that delivers meaningful data.

Approach: Nimbl examined the current setup, drew insights from competition and stakeholder feedback, then redesigned a highly intuitive user experience that swiftly integrated diverse data sources. We created design patterns enabling rapid user interaction and data visualization.

Results: Beyond discovery insights, Nimbl developed and delivered a platform upgrade after prototyping and testing, thus boosting our client’s growth and market presence.

Challenge: Design an exceptional experience for managers and investors to manage client portfolios.

Approach: Guided by user insights and a persona-driven strategy, our team used human-centered design principles to create an interface that smoothly integrates workflows and enhances data consumption.

Results: Nimbl partnered with our client to refine their strategy based on our discoveries. Our high-fidelity prototype and technical guidance now serve as a blueprint for their market delivery.