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Designing a digital dashboard to enhance wealth management

New digital advisory tools helped to improve client relationships and the advisor experience. 

Client advisors at a global private bank were ready for an improved advisory experience. The bank set out to develop a new digital dashboard that would support the advisory process with notifications, alerts and a holistic view of each client. The goal? To improve the quality of advisor-client relationships, reduce time spent on daily processes, and free client advisors to focus on high-value activities, including business development.


To address client advisor demand for an improved advisory experience, the bank set out to provide its client advisors with a new advisory solution that would offer a holistic view of their clients and a digital dashboard. Recognizing client advisors have a strategic role in managing client relationships, the bank wanted to help them focus on higher-added-value activities by providing innovative tools to support the advisory process.

With access to innovative tools that support the advisory process, advisors can focus on high-value activities.With access to innovative tools that support the advisory process, advisors can focus on high-value activities.


To support the creation of the new digital advisory platform, Accenture brought in a small and skilled team with a broad mix of skills, including strong business competencies to help the bank identify the most innovative digital ideas, and an agile development approach with strong collaboration between business and IT on both Accenture and bank sides. The team maintained a prototyping design approach, working quickly to iterate design concepts with sketches and prototypes before translating the desired features into target architecture and providing a delivery roadmap.


Accenture’s approach helped to shorten the project timing considerably. Within two months, the team was able to define requirements, design a concept and deliver key components, including:

Client advisors reported time savings of more than 30 percent that they can dedicate to developing the bank’s business strategy. As well, the quality of their client relationship management has improved and the bank has enhanced data collection for future strategic planning.