community,
I lead product design @ Assembly. Our team is gearing up to start work on Client Home 2.0 in the next two weeks, and we’d love to gather your feedback before we lock in the designs.
A few areas we’re actively shaping:
• A way for different clients can see different versions of Client Home
• Improved banner templates and repositioning
• Overall visual improvements to make your brand come through to your clients
If you use Client Home today, this is the perfect moment to influence what comes next. What feels clunky? What feels unclear? What would help you deliver a better client experience?
Feel free to schedule a sneak peak and feedback call with our product team here: Calendly
3 Likes
It would be really great to see the homepage function more like a visual landing page, like a website. Ideally, having a drag-and-drop design editor for full design customization that is built similar to webpage builders like Elementor would be amazing. The ability to set fonts and colors while editing the page, customize widget areas with a variety of widgets, add images and icons within rows or columns anywhere within the design, etc would be exciting.
1 Like
For us there are two things that we would really like on the home app.
Firstly - each individual component or element to be able to be hidden or shown based on client criteria from the crm records. What we don’t want is to have to make a whole new page for every permutation - just to be able to hide irrelevant sections from clients to whom they are irrelevant.
Secondly - the ability to have multiple home designs that are implemented not based on CRM criteria but based on usage of the portal - i.e. a page that shows the very first time they visit - so it can be used for welcome purposes - or linked to a timing like the first 5 days after first login. Or linked to the number of logins etc. Or based on arbitrary dates - so for example we could build a Christmas Version - or a tax season version ahead of time and set it’s start date and end date - so it can be designed way ahead of time and then auto-implement on the correct day.
I hope that makes sense.
As an additional - I’m not sure if it already exists but the ability to have a preview and tweak the mobile view of the home design would be useful.
3 Likes
Great feedback. For the first version you will be able to have different variants. The plan is to control the entire page using custom fields. So you could achieve your end state but it wouldn’t be time based or for each section. What we found is most people want 2-4 permutations so this approach made sense for that. Curious for you have many variations you would need if a variant would be the entire page?
Great feedback. This is a tough one as fonts and colors are also controlled in “Customization.” So I’m trying to find a balance between the two.
We’ve dealt with systems before where the variants are whole page and they are a pain to maintain so we won’t even enable to be honest.
As a financial planning firm we might have a section that reports on a particular type of policy, but it’s not relevant for all clients as they don’t have that sort of plan.
E.g. one client might have investment and pension.
Another might have just pension
A third just investments
So thata three permutations already before we start thinking about all the other types of plans.
So if we have three (likely a lot more) permutations and need to amend a component visible to everyone we have to amend every permutations. Or if it’s a pensions in the above scenario we’d have to amend the component on each page Pension data appears.
It’s onerous time consuming and liable to error. A simpler user experience is just to divide the page in to common sections and relatively uniform but responsive layout and just be able to set the components to show or hide based upon CRM variables.
That way we only need to maintain one version where the variations are minor and it’s less of a strain. Reserving major alternative versions for completely different clients i.e. b2c and b2b.
Hope that makes sense.
3 Likes
Totally makes sense for your use case. I’ll pass the feedback along to the team.
This! This is even better than what I was thinking. it takes the fanttastic functionality already present in Assembly, and applies it to individual components of a ‘Home’ for clients. This would solve several problems I’m trying to design around now. And make it so I have a LOT less individual pages to deal with.
2 Likes
I’m not sure this is a design issue or not, but we just launched the portal this season (Sept) for our clients and about half of them didn’t realize they could swap between entities in the top left corner to complete different tasks, bills etc. This is despite our homepage have an image front and center with an arrow pointing to the icons and text saying “Hey, you can swap entities here…”.
Just some feedback for you to consider. I personally feel it made very clear sense to me and was obvious there were multiple areas to visit, but apparently our clients did not feel the same. haha
This is great feedback. I’ll pass along to the rest of our team. If I’m understanding correctly, not directly related to Client Home but I think this is because this dropdown is behind a 3-dot menu on mobile. Are the clients who are giving you this feedback on their mobile device?
I ask because i think we handle this better on larger screen sizes:
Hi Dovid,
Yes, that’s correct. I didn’t realize it’s the three dot ellipsis for mobile phone. That might explain it. I hadn’t considered that. I should post a photo of the mobile version as I’m sure most of our clients are using phones. Yea, I think the desktop version is clearly visible.
Thank you!
Anthony Drozd
Operations Manager
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An option to make custom home pages for each client would be nice. Agree, a drag & drop editor like a webpage designer would be even better.
