Transforming complex financial advice into clear people-centred insights

Financial advice can vary for every person in the world. This makes it crucial that Envestnet can help financial advisors to identify their clients needs efficiently and clearly. Envestnet asked Keplar Agency to create an and interactive web-tool in the form of a gamified quizz.

To overcome the ‘boring’ engagement challenges such a quiz can entail, our design team went undertook an extensive UX workshop to define the best user journey and complimented it with a clear and intuitive User Interface. The webtool is packed with gamification, motion, animation and well-rounded web development. The results from the quizz would lead the advisors to the correct information that they need depending on their scores.