Financial Advisor platform

Overview

Advisor Admin consul for the governance of a wealth management platform and it’s offerings.

Goal

Designed admin consul on a wealth management platform to cater firm-based branding, license-based product offerings and differentiated investor persona-based experience of Investor portal. Platform to be used by 500+ firms, 20K+ financial advisors & admins and 1M+ Investors. Design secure Texting tool (desktop, iOS, Android) for Advisor – Investor communication.

Create Omni channel experience with White labeling strategy.

Brainstorming and workshops

Hosted Focus groups and Accelerated Solutioning workshops
Establish UX vision & road map for the product
Research competitors and legacy systems

Strategy and Planning

UX Strategy & Design activity plan
MVP Scope definition and prioritization
Resource, Schedule and Communication plan
Design Workshops within Business, Operations and Technology groups

UX Design and Iterations

Define Users’ Ecosystem to identify touch point & pain points
Advisor and Investor Persona creation
Information Architecture & Role based UI
White boarding, wireframes and prototype design

ADA & Usability testing

Basic ADA verification
UX checklist and scenario based Usability Testing
Retrofit learnings into design
Design validation after data integration
Development support

Outcomes

8 weeks of workshops and research
MPV definition Design Team of 6
3 Design iterations 80+ wireframes
Established ADA standards for adoption

Let’s Work Together

If you’re ready to transform your customer touchpoints and deliver meaningful experiences that drive business growth, let’s connect. Whether it’s a single design discovery workshop or a comprehensive reimagination of your service ecosystem, I’m here to help.

Let’s Connect