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Dedicated Developer
DEDICATED DEVELOPER · WEALTH
Personal Finance Platform for Financial Advisors
A web and installed finance application that helps Dutch financial advisors explain their advice in an approachable way
2008–2011
PROJECT DURATION
Web + installed
APP TYPES
Advisors + banks
USERS SERVED
THE CHALLENGE
Client overview and challenge
The client is a provider of financial planning software in the Netherlands, serving financial advisors, major banks, and financial service providers. It wanted to help advisors make their advice more understandable and approachable.
The client’s goal was to:
Simplify Complexity: Make the complexity of personal financial management easier to understand.
Reach Many Advisors: Serve advisors in different markets, from accountants and mortgage originators to comprehensive financial planners.
Connect With Consumers: Help advisors connect with clients on a behavioral and emotional level.
WHAT WE BUILT
Our solution
BlastAsia developed a web and installed application for financial advisors and their clients:
Advisor Tools: Software that supports advisors in giving clear, approachable advice.
Web and Installed App: A web app and an installed app for different working styles.
Behavioral Focus: Designed around the human connection between advisor and consumer.
Built with: Web and installed application
RESULTS
The result
The application was offered to financial advisors across business markets in the Netherlands.
Engagement: 2008 to 2011.
Users: Financial advisors, banks, and financial service providers.
Purpose: Help advisors connect with consumers on a behavioral level.
CLIENT
CLIENT
A Dutch financial planning software provider
COUNTRY
Netherlands
INDUSTRY
Wealth
ENGAGEMENT MODEL
Dedicated Developer (DD)
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