Strategic Innovation Advisors

What happens when an enterprise has an idea for a new system for its customers, but needs to encourage investment in that idea? In order to minimize risk and maximize energy and investment, it’s important to gain a high quality image of what the system could look like in practice. This is exactly why Strategic Innovation Advisors chose to partner with BLDG25 when envisioning a system for managing Donor Advised Funds. In the end, we armed our champions at SIA with images of what this new product could look like in practice – a powerful tool for advancing a transformative idea.

Strategic Innovation Advisors

What happens when an enterprise has an idea for a new system for its customers, but needs to encourage investment in that idea? In order to minimize risk and maximize energy and investment, it’s important to gain a high quality image of what the system could look like in practice. This is exactly why Strategic Innovation Advisors chose to partner with BLDG25 when envisioning a system for managing Donor Advised Funds. In the end, we armed our champions at SIA with images of what this new product could look like in practice – a powerful tool for advancing a transformative idea.

HIGHLIGHTS

Created well-crafted design prototypes for an interactive DAF portal
Curated investment packages, making it simple for investors to select a package specific to causes they care about.
Designed an effortless onboarding process, considering how end users and wealth managers will interact with it

WHAT WE DID

Problem


Donor Advised Funds are a relatively new avenue for impact investing. Managing them requires exceptional user experiences complete with comprehensive informational resources and interactivity. When given a general vision for a revitalized digital approach to DAF management, BLDG25 knew how to add visual design and illustrate the potential of this product in action.

Solution


BLDG25 added visual design to the idea of a DAF management system, creating prototypes for a seamless, engaging user experience. BLDG25 crafted a distinct 6 step story, through which an investor opens an account and SIA onboards a wealth manager. Using this system, DAF owners could easily find groups of charities and organizations that serve causes they care about, and wealth managers could quickly gain an understanding of preferences.

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The Results


By analyzing the behaviors at play when managing a DAF, we designed an interface catered to the needs of wealth managers and DAF owners alike. 

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