Building A New Platform
for the Financial Advisors
Problem framing
Our team was brought in to help define a next generation platform for a financial service provider, to help their advisors conduct fund research, monitor portfolios and receive proactive insights, in a 8-week time frame.
Our approach
Stakeholder interviews to understand their goals, opportunities, obstacles and other ongoing initiatives.
In-depth interviews with their customers, and tested initial ideas.
Designed and facilitated a 3-day design sprint.
Tested the screens with the financial advisors and revise the recommendations to our client.
My role: research plan, conducted research and synthesis, collaborated with client’s design team, designed and facilitated the workshop, fast prototyped screens, tested the design with end users, packaged learnings and recommendations.
Getting ready for prototyping after hours of discussion with the customers.
Collaborated with our core team as well as the solution engineer to tell a cohesive story about the future user experience.
After rapid prototyping came the most exciting part—brining them in front of the financial advisors to test them out! The executives in the other room were saw the interview live and were totally blew away by the conversations! It became a huge success that the client couldn’t wait to do another one for other parts of their customer experience journey!
