WMG Elite
WMG is a company that offers financial advisory services to high-net-worth individuals/businesses in the area of wealth and risk management.
Affluent/High-Achieving Individuals → E.g. CEO/CFO/CXOs of
companies
- Like to network/engage with like-minded, elite individuals
- Interested in current trends – especially in matters of finance
- Provide a premium app experience for users
- Provide exclusivity
- Networking with fellow elite members
- Members-only events, members-only discount offers.
We provide digital experience services to startups and small businesses. We help our clients succeed by creating brand identities, digital experiences, and print materials.
Flow/Scenario
Admin Onboarding → Admin gets pre-defined credentials to access the
Member Onboarding happens in 3 ways:
- Admin sends an invite email:
- Super-admin sends invite emails to individuals
- Potential member receives invite mail and can accept/reject the
Download app and fill in details/profile
- Admin approval: Auto-approved
- Elite member sends referrals:
- Existing Elite member shares an invite link (Share →iOS/Android)
- Potential member receives invite link and can accept/reject the membership
- Download the app and sign up, filling in details. I Will see a message saying ‘Thanks for your interest, the admin needs to approve’.
Download the app and fill in details/profile
- Potential member downloads from the app store and self-registers:
- Download the app and sign up, filling in details. Will see a message saying ‘Thanks for your interest, the admin needs to approve.
Admin approval: Can approve/disapprove the request
- Member registration/profile completion happens within the app
Personas
- Elite Admin → WMG representative that manages and moderates the activities on the app
- Elite Member → WMG Elite Member that uses the app
- Guest Speaker → Can only login to present a talk
