A leading technology-empowered network that integrates the brokerage, insurance, and advisory ecosystems to provide best-in-class annuities and insurance solutions from top industry carriers. The platform enables financial advisors to offer guaranteed income and downside protection as core components of their clients' portfolios—seamlessly integrated into the wealth management systems they already use daily.
An independent technology firm, the client connects advisory firms to insurance carriers through a streamlined, digitally enabled process. This allows advisors to deliver truly comprehensive financial strategies and help clients reach their long-term goals.
Financial Services
Access
Unlocking a $50 Billion Market by streamlining advisor access to annuities.
Platform
Connect the entire annuity ecosystem through a trusted & objective platform that enables all users to focus on what’s best for their clients while growing their business.
To simplify access to the annuity market, the client aimed to transform how financial professionals compare and recommend annuities. This would allow them to deliver better investment strategies with accuracy and efficiency. Recognizing the need for an improved comparison process, they partnered with our team to reimagine the annuity selection experience with a best-in-class user interface.
Together, we collaborated to discover, define, and design a cutting-edge annuity comparison engine, making it easier for advisors to identify and recommend suitable products for end investors. Through in-depth research and user-centered design, we developed an intuitive and seamless prototype that integrates effortlessly into the existing platform.
Stakeholder interviews, discovery sessions, and persona development
Prototype development and iteration
Gathering insights, user feedback, and enhancements
Documentation and Minimum Marketable Product (MMP) launch
By leveraging guiding principles, this new annuity comparison solution delivers a trusted, scalable, and easy-to-use product that benefits stakeholders across the financial ecosystem:
Through comprehensive research, the client confirmed that potential users perceive this product as a crucial differentiator, boosting its ability to attract and retain clients in a competitive market.
Designed an integrated platform that unifies the entire annuity ecosystem, enabling users to focus on delivering client-first solutions while driving business growth.
This collaboration successfully transformed the annuity comparison process, setting a new standard for efficiency and ease of use within the industry.
At Nimbl, we don’t just deliver projects. We co-create progress. Our team blends empathy, strategy, and technology to solve real problems and move fast on what matters most. If you’re looking for a partner who listens, adapts, and builds with intention, let’s talk.