Prismm
Company Type
Startup
Industry
Fintech
Product Type
Responsive Web App
Services
UX Design, UI Design, Product Strategy Workshop
Deliverables
Wireframes, High Fidelity Designs, Design System, Interactive Prototype, Custom Animation
Prismm is the ultimate wealth transfer solution for financial institutions. Wealth and asset management for end-of-life situations. Prismm’s digital vault makes it easier for institutions to support clients through these tough times, ensuring everything is handled smoothly and with care.
Prismm wanted a redesigned product with a more professional experience, and more seamless workflows. We redesigned their product to create a more seamless experience for both the advisor and their clients. We created a seamless onboarding flow, an all-new asset transfer flow, and improved the navigation across the platform.
Working with LunarLab was great. They understood our UI/UX needs and delivered in record time. They paid deep attention to detail and made suggestions that were forward thinking. We’d work with them again in a heartbeat.
Martha Underwood, CEO @ Prismm
Dashboard & asset management
Prismm’s existing client dashboard didn’t communicate the most important information – an overall picture of their wealth legacy. We moved less vital information to other areas of the UI, and simplified down to what people care about most. We redesigned the inheritance dashboard to include not only liquid assets, but also real estate, investment accounts, life insurance values, and personal property. We also reworked the navigation to improve wayfinding.
Make it pop 🪄
We created a custom design system for Prismm with over 10,000 customized, fully-branded components and assets – everything an engineer needs to make our designs come to life. Our design systems are WCAG 2.0 compliant.
We designed a more intuitive navigation that provides more transparency into the advisor’s book of business and makes it easier for them to manage their clients. This visibility into their clients’ financial picture will enable advisors to proactively provide additional services and benefits to their clients.
We also introduced all-new organization-level settings, with robust white-labeling and theming options that increase brand awareness for financial institutions.
