InVision Case Studies Inclusive Collaboration Transforms Product Innovation for AdvisorEngine

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	Inclusive Collaboration Transforms Product Innovation for AdvisorEngine InVision

Inclusive Collaboration Transforms Product Innovation for AdvisorEngine

InVision

Technology Category	Analytics & Modeling - Real Time Analytics Robots - Collaborative Robots
Applicable Functions	Product Research & Development
Use Cases	Real-Time Location System (RTLS)
Challenge	AdvisorEngine, a pioneer in digital wealth management technology, faced the challenge of transforming their legacy CRM product into a new, innovative, user-centric CRM solution. The mission was to gather and implement client feedback in a productive, accessible, and meaningful way while collaborating cross-functionally in real-time. However, the shift to a remote working environment due to the pandemic posed a significant challenge. The team needed to replicate the feeling of in-person brainstorming, iterating on the fly, and collecting real-time feedback in their new remote reality. The challenge was to break down cross-functional barriers and create a culture of inclusive collaboration. Read More
About Customer	AdvisorEngine is a New York-based company with a workforce of 100 employees. As a pioneer in digital wealth management technology, AdvisorEngine is committed to providing its clients with the best possible solutions to help them supercharge their growth. The company is known for its client-centric and collaborative approach, which makes it a best-in-class solution for advisors. Whether it's bringing new innovative technology or iterating on already loved features, AdvisorEngine’s focus is always on its clients. Read More
Solution	AdvisorEngine leveraged InVision’s collaboration tools to overcome their challenges. These tools helped the team break down cross-functional barriers, gather and implement real-time client feedback, create a culture of inclusive collaboration, and increase the speed from design ideation to product launch. The ability to iterate and ask questions on the go was instrumental in how AdvisorEngine designed their products. The team was able to create a space where everyone was a part of the solution, including clients and team members who might not feel comfortable speaking up on a call. By leveraging InVision, the AdvisorEngine team was able to work end-to-end in a single canvas, creating a truly user-centric product that clients love. Read More Log in to view content
Contents

Technology Category

Analytics & Modeling - Real Time Analytics

Robots - Collaborative Robots

Applicable Functions

Product Research & Development

Use Cases

Real-Time Location System (RTLS)

Challenge

AdvisorEngine, a pioneer in digital wealth management technology, faced the challenge of transforming their legacy CRM product into a new, innovative, user-centric CRM solution. The mission was to gather and implement client feedback in a productive, accessible, and meaningful way while collaborating cross-functionally in real-time. However, the shift to a remote working environment due to the pandemic posed a significant challenge. The team needed to replicate the feeling of in-person brainstorming, iterating on the fly, and collecting real-time feedback in their new remote reality. The challenge was to break down cross-functional barriers and create a culture of inclusive collaboration.

About Customer

AdvisorEngine is a New York-based company with a workforce of 100 employees. As a pioneer in digital wealth management technology, AdvisorEngine is committed to providing its clients with the best possible solutions to help them supercharge their growth. The company is known for its client-centric and collaborative approach, which makes it a best-in-class solution for advisors. Whether it's bringing new innovative technology or iterating on already loved features, AdvisorEngine’s focus is always on its clients.

Solution

AdvisorEngine leveraged InVision’s collaboration tools to overcome their challenges. These tools helped the team break down cross-functional barriers, gather and implement real-time client feedback, create a culture of inclusive collaboration, and increase the speed from design ideation to product launch. The ability to iterate and ask questions on the go was instrumental in how AdvisorEngine designed their products. The team was able to create a space where everyone was a part of the solution, including clients and team members who might not feel comfortable speaking up on a call. By leveraging InVision, the AdvisorEngine team was able to work end-to-end in a single canvas, creating a truly user-centric product that clients love.

Impact #1	The use of InVision’s collaboration tools led to significant operational results for AdvisorEngine. The barriers to cross-functional collaboration were broken down, not only internally, but also with clients. This enabled the team to increase the speed from design ideation to product launch, solving problems in real-time, reducing friction, and removing roadblocks. The creation of a space where everyone is a part of the solution was key to AdvisorEngine’s success. The tools also enabled team members who might not feel comfortable speaking up on a call to actively participate in meetings and be more collaborative. The in-person feeling was replicated, creating a space for organic, free-flowing conversation. The speed to execution was also directly tied to the ability to work end-to-end in a single canvas, leading to the creation of a truly user-centric product that clients love.

Impact #1

The use of InVision’s collaboration tools led to significant operational results for AdvisorEngine. The barriers to cross-functional collaboration were broken down, not only internally, but also with clients. This enabled the team to increase the speed from design ideation to product launch, solving problems in real-time, reducing friction, and removing roadblocks. The creation of a space where everyone is a part of the solution was key to AdvisorEngine’s success. The tools also enabled team members who might not feel comfortable speaking up on a call to actively participate in meetings and be more collaborative. The in-person feeling was replicated, creating a space for organic, free-flowing conversation. The speed to execution was also directly tied to the ability to work end-to-end in a single canvas, leading to the creation of a truly user-centric product that clients love.

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Overview

Inclusive Collaboration Transforms Product Innovation for AdvisorEngine

Operational Impact