GeneX · Prototype Hub

AIA

lmedgc

Adviser workflow prototypes and concepts built for AIA.

Adviser Workflows

Flow canvaslm AIAFW Flow updated 10 Jul Adviser Front Door — interactive flow canvas mapping the end-to-end journey.

Open prototype →

Conceptlm AIAFW Adviser updated 4 Aug Adviser-facing view of the AIA Financial Wellbeing front door experience.

Open prototype →

Intra Fund Advice

Flow canvas Intra Fund Advice Flow — Vanguard co-branded current updated 5 days ago Four portal entry points into the red-hero front door and the 4-step advice funnel, with the partner reporting panel.

Open prototype →

Concept Portal Entry Points — Vanguard Super 4 options updated 5 days ago Four ways into the advice flow from the Vanguard Super account homepage — to-do item, hero banner, dashboard tile, or a contextual prompt.

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Funneledgc Intra Fund Advice Funnel — Vanguard co-branded current updated 5 days ago Full Vanguard treatment — red hero splash, light-yellow flow, green thank-you, their own typography, summary panel right.

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