Approach Product (Advisor & Client Level)

Approach was designed to be a modern prospecting and onboarding tool for advisors prioritizes a client-centric approach, combining advanced technology, personalized communication, and streamlined processes to create a seamless and engaging experience for both advisors and clients.

The designs shown are the Advisor & Client level views.

Tools & Skills: Sketch, Invision, Prototyping, User Flows, Competitor Analysis