7 IM
Financial and Asset Data Management
Introduction –
7IM Platform Transformation
7IM is in the midst of a major digital transformation, reimagining its existing SaaS platform to deliver a more personalized and scalable experience for its network of asset managers and advisors. Historically, clients have used a standardized, non-branded platform to manage their end-user relationships—functional but disconnected from their own brand identities. In response, 7IM now embarks on building an in-house, white-labelled financial data platform that allows each client to customize their interface with their own logos, colors, and messaging. The goal is to unify multiple legacy systems into a single, modern ecosystem that is intuitive, flexible, and capable of supporting deep personalization while maintaining the premium, trusted nature of the 7IM brand.
In the early design exploration, we begin prototyping the “Brand Builder” feature—an interface that allows clients to upload logos and preview their platform’s white-labeled identity in real time. These six screens walk through progressive states of the logo upload journey, from an empty slate to a fully branded preview, showing how even small visual cues can build confidence and clarity for the user.
For the final design, we fully utilize 7IM’s existing design system to ensure consistency and seamless integration across the platform. We develop a white labeling product that allows 7IM’s clients to personalize the interface with their own branding—uploading logos, selecting colors, and previewing changes in real time. A key feature is the addition of a progress bar that guides users through the setup journey, helping them track how far they’ve come and clearly signaling when they’ve completed uploading all brand assets.m
Component
Evolution
In this stage, we explore different ways of presenting 7IM’s pricing models, giving clients clear package choices for white-labeling their own platforms. Alongside that, we iterate on a dynamic logo editing tool—allowing subscribers to see how their own brand comes to life across layouts, preview screens, and interface elements in real time.
Ideation Phase
and Early Exploration
Ideation Phase and Early Exploration During the ideation phase, we took a close look at 7IM’s existing design system to understand how data is visually structured and how branding carries across their client-facing tools. We analyzed interface patterns, typography, and the application of brand elements, all while comparing them with successful white-labelling platforms on the market that boast strong user bases. As part of this competitor analysis, we focused on SaaS products with large subscriber numbers—an indicator of effective onboarding and interface clarity. By studying how those platforms present their services and guide users through their journeys, we gathered key strategies to inform a simple, elegant starting point for 7IM’s own redesign.,
Final
Design
Outcome &
Next Steps
The focus now shifts to further iterating the white labeling product, empowering 7IM’s clients to fully brand their own platforms with greater ease and flexibility. Alongside this, the next design phase aims to establish a robust system for financial data visualization—defining clear guidelines on when and how to use different graph types like line, pie, or bar charts depending on the dataset. We plan to introduce smart features such as zoomable timelines, historical benchmarking, and simplified predictive insights, helping end-users interpret performance trends with clarity and confidence.
Strategy
Our approach focuses on building and testing quickly—launching a basic version of the white labeling product to gather early feedback from real clients. The priority is to validate whether giving 7IM’s clients the power to apply their own brand identity resonates as a valuable and intuitive feature. By rapidly prototyping and rolling out early iterations, we’re able to assess user interest and effectiveness before committing to larger-scale development.
Reflection
7IM’s current platform reveals clear limitations when it comes to governance around data visualization and future-facing insights. The system in place restricts how much clients can tailor the interface with their own branding and also limits the way they present valuable financial data to their own customers. If 7IM wants to grow its subscription base, the platform needs to evolve into a more intuitive and flexible product—one that not only guides users effortlessly but also allows them to display complex asset data in meaningful, easy-to-understand formats. The ability to communicate both present holdings and future asset outlooks clearly will be essential for building trust and improving user satisfaction.
The Challenge
Inconsistent User Experience Across Legacy and New Interfaces One of the key challenges for 7IM lies in creating a consistent and branded experience across a fragmented ecosystem of legacy tools and newer shell applications. The lack of a unified design language makes the platform feel disjointed, reducing confidence for both internal users and end clients who expect a seamless, polished interface when managing high-value financial data.
Limited Flexibility in White Labelling for Clients Another pressing issue is the rigidity of the current white labelling approach, which limits personalization and puts pressure on support teams to manually accommodate branding updates. Without an adaptable infrastructure, 7IM risks falling behind client expectations, where firms increasingly seek fast, self-service options to tailor the interface with their own brand tone, navigation needs, and data views.