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Enhancing Financial Advisor Experience

I’m currently part of a team redesigning a best-in-class experience for Financial Advisors. Our objective is to streamline the process, targeting a significant reduction of 50% in both time and clicks required.

Key Projects Highlights:

  1. Redesigning a Product System:
    Collaborating on the ground-up redesign of a product system, conducting rigorous testing, and working towards a successful launch within a year. Our aim is to exceed the existing experience, providing users with a seamless solution. Due to NDA constraints, specific details cannot be shared at this time.

  2. Team Education and Cross-Collaboration:
    Beyond project work, I’ve taken the initiative to educate team members on various UX roles, fostering cross-collaboration, and advocating for the integration of UX throughout the development process.

Collaborative Approach:
In my role, I closely collaborate with accessibility specialists, UX researchers, content strategists, tech leads, and solutions architect. This ensures that our designs meet the needs of all users and align with project goals.

Designing meaningful interactions
between people & technology