Digital Advisor Platform
Developed and launched a guided financial advisory platform used by 6,000+ insurance advisors to run live client sessions, capture structured financial data, and complete end-to-end advisory workflows across protection, savings, investment, and retirement planning.
Insurance advisors were running live client sessions using disconnected tools, with no unified system to capture financial data, validate inputs, and drive end-to-end advisory workflows. Each step directly impacted downstream financial calculations, meaning inconsistent or incomplete data could invalidate an entire session. The system needed strict step-level validation, real-time responsiveness, and reliable state consistency under live usage conditions.
“One inconsistent input could cascade into incorrect financial outcomes across the entire advisory session.”
Owned the frontend architecture and implementation across onboarding, financial data capture, and advisory workflows, ensuring correctness, performance, and consistency during live advisory sessions.
Built structured onboarding and financial data flows
Designed multi-step workflows covering identity, dependents, income, expenses, net worth, coverage, and financial goals, with strict validation gates to ensure downstream financial calculations remained consistent and reliable.
Built real-time financial planning simulation
Developed an interactive simulation engine that recalculates insurance coverage, savings projections, and retirement outcomes instantly as advisors adjust inputs during live client sessions.
Designed modular frontend architecture using Nx
Structured the application into a Nx monorepo with shared libraries and feature-based modules across onboarding, advisory, and simulation domains, enabling scalable development across the team.
Established frontend engineering standards
Defined reusable UI patterns, Zustand-based state conventions, GraphQL data fetching guidelines, and component architecture standards that ensured consistency across a 5-person frontend team.
Integrated secure authentication and access control
Implemented AWS Cognito-based SSO, OTP authentication, and role-based access control to ensure secure handling of sensitive financial and customer data.
Integrated APIs and deployment workflows
Connected GraphQL APIs via AWS AppSync and configured AWS Amplify deployment pipelines across UAT and production environments for reliable delivery.
6,000+
Active Insurance Advisors
Insurance advisors using the platform for live financial advisory sessions
7
Advisory Workflows
End-to-end onboarding and advisory workflows delivered
Real-time
Financial Simulation
Instant recalculation of financial outcomes during live sessions
Secure
Access Control
SSO, OTP, and role-based access via AWS Cognito
- 1
Data correctness must be enforced at the entry point. Early validation prevented invalid inputs from propagating into financial models that advisors and clients rely on during live sessions.
- 2
State consistency is foundational in multi-step workflows. A shared state layer was the only reliable way to enforce step completion, track progression, and keep financial data accurate across a multi-step advisory session.
- 3
Performance directly impacts trust in live advisory sessions. Even small delays during client sessions disrupted workflow continuity, making responsiveness as important as correctness.
- 4
Modular architecture makes teams faster. Separating onboarding, advisory, and simulation into distinct modules reduced coordination overhead and enabled parallel development across the team.