Idea Portfolio

Client/Planner Toolkit

Toolkit to create customized pre-appointment questionnaires for current and potential clients in order for financial consultants to provide personalized financial services in every client meeting.

Background

• Health Services are migrating towards learning about patients long before they step through the clinic doors
• Dynamic questionnaires that allows clients to ask questions pertaining to them increase engagement and knowledge
• Planners are better positioned to answer questions as they can plan for discussion topics before the appointment

Three Winners

• Benefit to the Client
• Benefit to the Planner
• Benefit for the Financial Institution:
  • Flexible meta-analyses of all collected data in order to better understand client needs in local regions and community level (Big Picture and Granularity)

Tinder for Talent

Tap into the college and university pool for talent recruitment, new products and idea generation through a Maker Platform.

Background

• Having organized multiple Hackathons, one of the biggest missing piece is connecting with the right team-mates
• Built HackNYU App to help match talent

Outcomes

• 1700 applications registered from Jan 15th to Feb 15th
• Able to generate reports based on School, Age Range and Other Preferences of Participants
• Allowed teams to form virtually around similar ideas 

Opportunity

• Cohesive platform for Makers of tomorrow
• Scalable and impactful recruitment tool for new talent
• Virtual Incubator for Developers, Designers and Experts
• Investment opportunity for larger institution to support creative projects in their scope