We’ve conducted multiple interviews to test and gather feedback from Brokers (from small to large firms) regarding the new Fact Find designs.
Client | Focus | Status | Link to notes | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
Cornerstone | Fact Find |
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XL Financial | Fact Find |
| https://ekeepergroup.atlassian.net/wiki/spaces/UX/pages/2977726465 | ||||||||
313 financials | Fact Find |
| https://ekeepergroup.atlassian.net/wiki/spaces/UX/pages/2975072278 | ||||||||
Gary Das | Fact Find |
| Furnley BS | https://ekeepergroup.atlassian.net/wiki/spaces/UX/pages/2977792001 | |||||||
Furnley BS | Fact Find |
| https://ekeepergroup.atlassian.net/wiki/spaces/UX/pages/2977824769 | ||||||||
XL Financial | Case Workflow |
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Active Mortgages | Case UI |
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XL Financials | Case Wireframes |
| In-depth Interview with [Furnley BSXL financials] | ||||||||
Onemp | Case Wireframes |
|