The document describes the home page of a robo advisor app. The home page shows the client's profile, current portfolio holdings, and options to choose independent or assisted financial advice. Tapping on a portfolio holding displays details on its current value and performance since acquisition.

13. Robo Advisor
Retirement Planning
Product Cross-Sell
Welcome User Login Since
Home Search
Contact
Us
Profile
Settings
The user logs into app and chooses
Robo Advisor function
Welcome User Login Since
Robo
Advisor
Retirement
Planning
Product
Cross-Sell
Customer since 2014
1990 2015
Go
Financial Advice Independent Assisted
50 100 150 200 250 300 350 400
Shares ($ 0,000)
15%
When
Acquired
Current
Value
100% 200% 300%
Fixed Interest
Shares
Cash
Property
Home Page of the Use Case offers the client profile and
listing of current portfolio.
Tapping on a holding-component displays current
contribution and appreciation.
The user can then choose for Independent or Assisted Advice.

16. >>

18. 3D Models

22. Illustrations & Drawings

23. Sushen Mukherjee
Heads Advertising, Broadcast and New Media business segments at TCS

24. Sivaraman Ganeshan
Practice Head, Assurance Services at TCS

25. Shrikant Pathak
Practice & Strategy Head, Media & Information Services at TCS

27. Design for Print & PPT

30. Channelinnovation redevelopment principles
IMPERSONAL
Banking language, lacking
clarity and difficult to
navigate and relate to
HUMAN
Banking language and
jargon demystified, made
simple, clear and friendly
GENERALISED
Segment of many –
not taking into account an
individual’s needs,
motivations and behaviour
PERSONALISED
Audience of 1 – Relevant
to a specific individual’s
needs, motivations and
behaviour
PRODUCT FIRST
Putting BU needs, goals
and interests in the
driving seat and
delivering based on their
requirements
PERSON FIRST
Putting a person’s needs,
goals and interests in the
driving seat and
delivering based on these
requirements
COMPLEXITY
Confusing, cluttered,
overwhelmed by info
overload and a
disjointed experience across
channels
SIMPLICITY
Complete ease of use: an
uncluttered, multi-media,
common experience
across all channels

31. eLearning

34. Motion Grfx
https://www.youtube.com/watch?v=flAUJp7n-o8&list=UUq3uMqL91lMqnu5hVV_Xlqg&index=4
https://www.youtube.com/watch?v=_iCdklP1ETc&index=1&list=UUq3uMqL91lMqnu5hVV_Xlqg
https://www.youtube.com/watch?v=ZAqJP98Ae3Y&list=UUq3uMqL91lMqnu5hVV_Xlqg&index=2
https://www.youtube.com/watch?v=2umKMC41n-4&index=5&list=UUq3uMqL91lMqnu5hVV_Xlqg
https://www.youtube.com/watch?v=CdQlIcmk-6U&feature=youtu.be