ESG Questionnaire
Environmental, Social and Governance Fact Find.
Tools used
XD,
Figma, Photoshop
PROJECT OVERVIEW
Recreating the existing user interface of digital ESG form current in use by the Synaptic Software Ltd. ​ESG Questionnaires ​are used by adviser to understand client's investment needs. This encourages the investors to invest in the company that influences positive changes in the society.
Why is ESG fact finding?
Ethical fact find are crucial for the following people:
1. Financial Investors to filter out companies that may not be suitable and may pose a financial risk due to their practices. It allows the investors to improve long- term financial outcomes and financial return. And finally be a responsible investor.
2. Financial Advisor to match clients to suitable portfolio.
OVERALL!! Ner Zero carbon economy by 2050 and also a WAKE UP call after pandemic....
Synaptic Solution
Financial Adviser Side
•Create client account and code to access the app and questionnaire
•Access to ESG information of company to match ethical value
•Book appointment and contact with their client
•Keep track of history and progress
•Update and alert client with the fact sheet.
Financial Investor Side
•Access Ethical fact sheet/ questionnaire
•Access to company’s ESG information as provided by the advisor
•Book appointment and contact with advisor
•Keep track of history and progress
•Get updates as required by advisor
Current Issue
The current method for synaptic to fact find is by sending over questionnaires forms in pdf format via email which is not convenient or efficient.
Proposed Solution
Understanding the issue, the design solution was to create an Interactive method for the questionnaire filling process.
The two main requirement for the design bearing in mind the list of the 36 questionnaire was :
1. User should be able to come back. and resume from were they left.
2. Review their questionnaire at the end of the questionnaire and change the preference as needed.
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TYPOGRAPHY and COLOR
AVENIR
WIReFrames
HI-FEDILITY DESIGN
