Major Investment Bank · 2022

Concepts for Improving Client Relationships

Solve the issue where investment bankers don't have the time in their day, or the right insights, to identify and reach out to high-potential clients. Tailoring client insights through AI, empowering bankers to put the best possible proposals in front of their clients faster.

Core flows
4
Wireframes
26

Deliverables

Client-Insights Dashboard

A single home surface that pulls the banker's day into one place — where client activity is spiking, live deals by stage, and prospects ranked by potential — so the first screen of the morning already answers who to reach out to. Deals read either as a ranked list or an at-a-glance activity cluster, and any client opens its recent-activity signals inline.

The banker's home view — daily client-activity insights, live deals by stage, and prospects ranked by potential.
The same dashboard with deals shown as an activity cluster; bubble size maps to momentum.
A client-activity signal opens its next action inline — create a prospect or view the full insight.
Selecting a client in the cluster surfaces its recent activity and engagement rings without a page change.
An alternate dashboard layout — watchlist, market news, live deals, schedule, and messages at one glance.
The dashboard's loading state; skeleton placeholders hold the layout so nothing shifts as data arrives.
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Prioritized Deal Lists

Every live deal, prospect, and past deal in one workspace, each row carrying the state that actually drives a decision — milestone stage (NDA → LOI → Diligence → Offers → Close), documents, comments, signatures, and status. Expanding a deal reveals its value breakdown and ROI so triage happens without leaving the list, and a qualified prospect converts to a deal in a click.

A deal preview on the dashboard cluster — client, industry, potential ROI, and progress at a glance.
Deal previews stay one hover from the home screen, keeping triage on the dashboard.
The full deal workspace — Live Deals, Prospects, and Past Deals, each row showing stage, documents, comments, and signatures.
Expanding a deal reveals its milestone timeline, value breakdown, and ROI — triage without leaving the list.
The Prospects tab ranks early-stage opportunities by status, with review-and-convert actions on each.
The client-contact roster reachable from the deal workspace, with direct call, message, and email actions.
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Flexible Watchlists

A working space for tracking companies before they become deals. Bankers curate a personal watchlist, assemble acquisition-target sets by theme, and pull from AI-recommended targets — with filtered search, type-ahead, and drag-to-organize so each list stays shaped the way its owner thinks.

The client roster with an expandable insights panel — engagement, activity, and companies in view, ready to generate a report.
Clients as an activity cluster, sortable by recent activity.
Selecting a client in the cluster opens its recent-activity insight inline.
The Acquisitions workspace — a personal watchlist, themed target sets, and AI-recommended targets side by side.
Filtered search narrows targets by industry, geography, and intent; each result adds to the watchlist in place.
Type-ahead suggests companies, articles, and recent lookups as the banker types.
Drag-to-organize reshapes the watchlist and moves companies into target sets directly.
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AI-Personalized Client Insights

The layer that turns activity into a proposal-ready read on one client — portal engagement, what they've been researching, which companies and what purpose are in play, and when. From there the banker generates a shareable insight report and loops in colleagues, so the insight travels with the deal.

A single client's AI-assembled read — engagement, activity, companies, purpose, and timing in one proposal-ready view.
Generating an insight report and adding colleagues, so the read travels with the deal.
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