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Oppenheimer


Oppenheimer Financial Advisor App

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Oppenheimer


Oppenheimer Financial Advisor App

 
ROLE: Helped pitch and win the app. Worked hand in hand with the UX team to determine the feature sets and flows. Created the look and feel, and oversaw the designers producing it. 
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Oppenheimer Funds is one of the largest investment management firms in the country. They pride themselves on their active fund management. New Apple watch coming out? Oppenheimer goes beyond Apple, and looks into investment opportunities of the company manufacturing the metal compound in the watch links. As a result, our new campaign message was “Invest in a Beautiful World.”

One of the key assets we created for Oppenheimer was an app for financial advisors. The app has several tools including thought leadership, fund details, the ability to connect to a fund manager, and even view funds in presentation mode. The presentation mode (which “minterizes” the data) is extremely helpful for financial advisors to show fund performance in an easily scannable fashion. The data could be viewed on tablet, projected, or printed out for clients as a customized report. This ultimately makes the financial advisors’ job a lot easier, which in turn, is good news for Oppenheimer Funds. 

 
 
 The customizable home screen contains the latest fund data, articles, and videos.

The customizable home screen contains the latest fund data, articles, and videos.

 The fund detail page is full of thought leadership, data, and the unique ability to contact the fund manager.

The fund detail page is full of thought leadership, data, and the unique ability to contact the fund manager.

 The presentation mode visualizes fund data in simple infographics and even allows content to be imported.

The presentation mode visualizes fund data in simple infographics and even allows content to be imported.

 The  customized presentation can be exported in digital and print formats.

The  customized presentation can be exported in digital and print formats.