Financial Technology

Re-imagining operations and experiences

Note: Some clients have requested that our agency not use of their name or likeness in any externally facing materials we produce.


Our client, an innovative Fintech firm, wanted to reimagine the annuity comparative process to enable advisors to easily compare multiple annuities to make informed and confident recommendations to their clients​.


Using insights from stakeholders and personas interviews, the Nimbl Team created and user-tested an intuitive and meaningful comparison experience that seamlessly integrates into the current platform.


Delivered discovery insights, a high-fidelity prototype, and technical recommendations to enable the development phase and helped to get this industry-changing comparison engine to market.

“I’m extremely impressed, you guys are going to take over the industry with this”
“The majority of brokers will use this tool—it will change the industry”
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Technology. Humanized.

In our ever-changing digital world, it's more important than ever to effectively blend digital excellence with human expertise.  Here at Nimbl, we excel at adapting to change and surpassing client and partner expectations.

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