Overnight, our team deployed an update to our client dashboard. Firstly, we want to take a moment to thank:
Our Innovation Hub - consisting of early adopters of our platform - who beta test our new releases and provide us with vital feedback.
Our strategic partner, Savant Wealth Management, has been testing the new updates and providing great insights into the platform's usability.
And you - our customers - for your ongoing feedback on how we can improve the platform.
The intent behind the new dashboard is to make it easier for clients to see the metrics that matter, what their next-best-action might be, and highlight areas of focus. This update is the first step in achieving these goals.
What's been updated?
We’ve simplified the design, giving it a more compact and consistent look and feel so you can see the key information quickly at a glance. The key metrics are now highlighted in their container, which you can click on for further details.
Another update we’ve made is revamping the goals container (pictured above) to show the images clients add to each goal. Research suggests when goals are vividly described in written form (including pictures, photos, drawings, etc.), they are anywhere from 1.2 to 1.4 times more likely to successfully accomplish goals than people who don’t. Adding images to goals and ensuring you capture these goals in the client's words clearly has significant implications in motivating clients to take action.
Yet the same research suggests only 20% of people always have their goals captured this vividly. So, don’t underestimate the power of images on goals. Make them personal, too - get clients to upload photos that resonate with them regarding their goals. If they don’t have one, they might be able to draw it out and post a picture of that instead, replacing it with the real thing once the goal has been achieved.
Our recommendation: For any client with goals tracked in the platform, give them access to Lumiant and let them start adding imagery to their goals. If you want to go the extra mile, you can upload placeholder imagery using images from free stock image platforms like Unsplash or Pexels.
You’ll also notice that the goals and tasks are displayed slightly differently too. We’ve updated their containers to a carousel format, so clients can quickly and easily toggle through their To Do, Doing, and Done tasks directly from the dashboard.
The last update we’ve made is to Values. On the dashboard, we now display the Household Values only - giving clients a quick view of the family values they are progressing. Don’t worry, we still retain their individual values and what they mean to each client, but these are now accessed by clicking into the module for further detail.
This is our first step in making the dashboard a more informative summary for clients. Over the next few months, you will see it evolve as we work on our new designs with our Innovation Hub and strategic partners Savant and Invest Blue.
As always, we want your feedback as we roll out these changes. Let us know what you think and where things could be improved. Send your ideas to email@example.com.
For now, I will give you a sneak peak of where we want to take the dashboard. This is not the finished product, but it will help you see our intent and how we intend to develop the platform further.