Financial Planning Technology for a Profitable Future
Collaborate with the product team to improve UX for web platform
Conceptualize and design new product features - eg. the account opening process
Redesign web pages to better communicate company value and product features
Create investment presentations for fundraising, and marketing collateral for upcoming conferences, based on existing brand visuals and messaging
Case Study: Financial Plan Features
How might we best organize all of Advizr's available features for the Financial Plan?
The users are financial planners, and they are using Advizr to help craft their various types plans for clients (will, trusts, retirement plans, etc).
Proper hierarchy of components
Minimize long-scrolling pages
Intuitive and easy to learn
Scalability - what happens when more features are added?
The goal of revamping the Financial Plan was to determine the best way to organize the different tools available under Financial Plan.
Because of the different actions and plans available, we decided that it would be smart to toggle between different tools in each section. Thinking about hierarchy and scalability, a segmented control seemed to be most intuitive and familiar for navigation.
My role was to determine the proper information hierarchy, and produce designs for dev implementation.