VR Financial Advisory
Banking & Financial Services — Immersive VR experience for portfolio visualization and customer advisory.
Client Context
A financial services firm seeking to differentiate their advisory experience for high-net-worth clients. Traditional spreadsheet-based presentations could not effectively communicate complex portfolio structures, risk scenarios, and long-term projections.
The Challenge
Abstract Complexity
Multi-asset portfolios with derivatives, structured products, and alternative investments are difficult to communicate in 2D charts and tables.
Client Engagement
Passive presentation formats led to low client engagement during advisory sessions, reducing understanding and trust in recommendations.
Scenario Exploration
Clients wanted to explore what-if scenarios interactively rather than waiting for advisors to prepare new variants offline.
Regulatory Compliance
Advisory tools must document client interactions, risk disclosures, and recommendation rationales for MiFID II compliance.
Our Approach
- Workshops with advisors and clients to understand decision-making patterns and pain points
- Designed immersive 3D portfolio visualization with intuitive spatial navigation
- Built real-time scenario engine connected to live market data and risk models
- Integrated WebXR fallback for clients without dedicated VR hardware
- Added session recording and documentation features for regulatory compliance
Solution
A VR advisory platform built with Unity for immersive sessions and WebXR for browser-based access. Advisors and clients explore 3D portfolio visualizations together, adjust allocations interactively, and see risk/return impacts in real time. A React-based admin panel manages client profiles, session scheduling, and compliance documentation.
Outcomes
3×
Client engagement time
Interactive
Scenario exploration
Compliant
Advisory documentation