FIDX
Challenge
Our client, an innovative Fintech firm, wanted to reimagine the annuity comparative process to enable advisors to easily compare multiple annuities to make informed and confident recommendations to their clients.
Approach
Using insights from stakeholders and personas interviews, the Nimbl Team created and user-tested an intuitive and meaningful comparison experience that seamlessly integrates into the current platform.
Results
In about 8 weeks, we delivered discovery insights, a high-fidelity prototype, and technical recommendations to enable the development phase and helped to get this industry-changing comparison engine to market.
“I’m extremely impressed, you guys are going to take over the industry with this”
“The majority of brokers will use this tool—it will change the industry”