Built AI-powered referral network to reduce RIA
client loss
Built AI-powered referral network to reduce RIA client loss
Greenbox is an AI-native wealth management platform that brings together technology, data insights, marketing, community, and business tools in one ecosystem for wealth managers and advisory firms.
Redesigned the insurance platform with a mobile-first approach, optimizing the user journey to reduce time-to-task and implemented a payment-first strategy to streamline checkout specifically for health and auto insurance.
Redesigned the insurance platform with a mobile-first approach, optimizing the user journey to reduce time-to-task and implemented a payment-first strategy to streamline checkout specifically for health and auto insurance.
Team
Team
Team
2 Project Managers, 2 UX + 4 UI Designers
2 Project Managers, 2 UX + 4 UI Designers
Timeline:
Timeline:
Timeline:
6 Months
6 Months
My Role:
My Role:
My Role:
User research, Product Strategy, Vibecoding
User research, Product Strategy, Vibecoding
Problem
70–80% of new RIA clients come from referrals, but advisors have no visibility into how their existing relationships connect to future ones; the network is real, it's just invisible.
Advisors already sit inside strong networks of trust, but they cannot easily see or use those connections to meet new clients.
Advisors already sit inside strong networks of trust, but they cannot easily see or use those connections to meet new clients.
Solution
An AI-powered engine that reads the existing data - CRM, email, calendar, LinkedIn and tells the RIA exactly who to activate, who to nurture, and give suggestions for better introductions.
An AI-powered engine that reads the existing data - CRM, email, calendar, LinkedIn and tells the RIA exactly who to activate, who to nurture, and give suggestions for better introductions.
Screenshots of the dashboard
Screenshots of the dashboard
Research
We were designing a system that didn’t yet exist, not improving an existing workflow. To do that, we needed to understand how independent RIAs actually build relationships and win prospective clients today; how advisors leverage referrals, research prospects, and move them from an initial introduction to a trusted client relationship.
Advisor Client Lifecycle
We were designing a system that didn’t yet exist, not improving an existing workflow. To do that, we needed to understand how independent RIAs actually build relationships and win prospective clients today; how advisors leverage referrals, research prospects, and move them from an initial introduction to a trusted client relationship.
Beyond the competitors
While competitive sites were analysed, I looked beyond the insurance industry.
For features like delivery, food delivery apps like Swiggy and Zomato were considered.
For insurance-specific features, global examples like Lemonade and nascent Indian ventures like Acko and Digit were studied.
While competitive sites were analysed, I looked beyond the insurance industry.
For features like delivery, food delivery apps like Swiggy and Zomato were considered.
For insurance-specific features, global examples like Lemonade and nascent Indian ventures like Acko and Digit were studied.
For features like delivery, food delivery apps like Swiggy and Zomato were considered.
For insurance-specific features, global examples like Lemonade and nascent Indian ventures like Acko and Digit were studied.
While competitive sites were analysed, I looked beyond the insurance industry.
For features like delivery, food delivery apps like Swiggy and Zomato were considered.
For insurance-specific features, global examples like Lemonade and nascent Indian ventures like Acko and Digit were studied.
While competitive sites were analysed, I looked beyond the insurance industry.
For features like delivery, food delivery apps like Swiggy and Zomato were considered.
For insurance-specific features, global examples like Lemonade and nascent Indian ventures like Acko and Digit were studied.
For features like delivery, food delivery apps like Swiggy and Zomato were considered.
For insurance-specific features, global examples like Lemonade and nascent Indian ventures like Acko and Digit were studied.
Design Decisions
Rather than a one-size-fits-all approach, the issue was tackled with customized interventions tailored to each business.
Rather than a one-size-fits-all approach, the issue was tackled with customized interventions tailored to each business.
Mobile First Approach
Mobile First Approach
Since the majority of users accessed the site via mobile devices, a mobile-first approach was adopted. This approach also required me to prioritize the most essential features and content, given the constraints of limited screen space.
Since the majority of users accessed the site via mobile devices, a mobile-first approach was adopted. This approach also required me to prioritize the most essential features and content, given the constraints of limited screen space.
Reducing Choice Paralysis
❌ Users has to over-think their needs and too many options were causing confusion.
✔️ By streamlining the number of packages offered on the site, especially in areas like global navigation and motor insurance categories, users were able to make decisions more quickly and with greater ease.
❌ Users has to over-think their needs and too many options were causing confusion.
✔️ By streamlining the number of packages offered on the site, especially in areas like global navigation and motor insurance categories, users were able to make decisions more quickly and with greater ease.
Reducing Choice Paralysis
By streamlining the number of packages offered on the site, especially in areas like global navigation and motor insurance categories, users were able to make decisions more quickly and with greater ease.
Third Party Integration
❌ Users needed to fill in copious amounts of detail to generate a quote.
✔️ For motor insurance, the new website integrated with the public 'Vahan' database, allowing users to simply enter their name and registration number, with all remaining details automatically populated.
❌ Users needed to fill in copious amounts of detail to generate a quote.
✔️ For motor insurance, the new website integrated with the public 'Vahan' database, allowing users to simply enter their name and registration number, with all remaining details automatically populated.
90%
reduced manual effort and 5 steps of data entry
Third Party Integration
For motor insurance, the new website integrated with the public 'Vahan' database, allowing users to simply enter their name and registration number, with all remaining details automatically populated.
90%
reduced manual effort
Interface Design
A neumorphic visual design was introduced to give insurance products a fresh and distinctive look. By using soft, subtle effects, the design set the brand apart from its competitors.
A neumorphic visual design was introduced to give insurance products a fresh and distinctive look. By using soft, subtle effects, the design set the brand apart from its competitors.
A neumorphic visual design was introduced to give insurance products a fresh and distinctive look. By using soft, subtle effects, the design set the brand apart from its competitors.
Design System
Simuntaneously, I led the the creation of a neumorphic design system, defining component-level shadows, states, and usage guidelines to ensure consistency and ease of adoption for future designers.
Design System
Simuntaneously, I led the the creation of a neumorphic design system, defining component-level shadows, states, and usage guidelines to ensure consistency and ease of adoption for future designers.
What Did I Learn?
🌐 Domain Specific Onboarding
Joining the project midway taught me how important it is to truly understand the insurance domain before designing. The complexity and regulations meant that not everything could be redesigned, and learning to work within those limits shaped how I approached problem-solving.
🎡 Don't reinvent the wheel
While redesigning the insurance platform, I intentionally retained familiar, insurance-specific terminology such as quotes and premium calculator, to ensure the experience felt aligned with what users were already accustomed to.
In The Press
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crafted with love 💌 and chai ☕ by @Akanksha 2025
Built AI-powered referral network to reduce RIA client loss
Greenbox is an AI-native wealth management platform that brings together technology, data insights, marketing, community, and business tools in one ecosystem for wealth managers and advisory firms.
