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.

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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
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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.

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