Fintech

Case Study

Veriti

Veriti is a direct indexing asset management company that offers customized investment solutions with more opportunity for tax-efficiency and values-based personalization.

strategy
ux design
web

The Challenge

Collaborating with Veriti: Crafting an Innovative ESG-Focused Web App

Veriti approached Seamgen to help them build a best-in-class responsive web application to aid their advisors in their Environmental, Social, and Governance or “Impact Investing” strategies. Being that ESG was a fairly new concept in the investment arena, the Seamgen team embedded themselves alongside Veriti to fully understand the intricacies of impact investing strategies and how their advisors educate their clients.

The Solution

Seamgen's Approach to Simplify Direct Index & ESG Investing

Seamgen set out to tackle two major challenges: develop a tool that helps advisors easily build & pitch various strategies to prospects and clients, and to demystify direct index & ESG investing. This required Seamgen to work through various discovery exercises like personas, journey mapping & prototyping. The first task was understanding the investors (who are advisors speaking to). We did this by fully understanding the various types of investors and their values.

Enhancing Advisor Education

Setting Veriti Up for Success with Interactive Tools

Next we wanted to understand how their advisors educated their investors on the various differentiators in index & ESG investing. By embedding ourselves with the Veriti team and studying presentations and calls with various advisors, we were able to discern where presentations fell short or became less delightful. By building highly interactive advisors tools, we were able to arm the advisors with tools that can be used during the strategy phase in real time with their clients. This also helped build trust with their prospects and clients as they were providing transparency in their investment decisions and potential outcomes based on their investment models.

Empowering Advisors and Clients

Seamgen's Innovative UI Implementation

Seamgen implemented the new user interface using Quasar and Vue web development frameworks, and Typescript for strongly typed programming. Our UX strategy was to bake in education points throughout the software to aid in demystifying the Index investing and ESG space. This would allow for new advisors to onboard quickly while also helping to drive home new concepts to even the most veteran advisors. This helped promote transparency while educating both advisors & clients.

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