Design thinking facilitator, User Researcher, UX Designer
C-suite, Marketing, IT, Legal, Advisory, plus clients and their COIs
12 Months
About 45% faster to build a meeting book (projected)
A platform being retired at year-end, with output that goes straight to ultra-high-net-worth clients and their COIs.
The project engaged a diverse group of internal and external stakeholders, including C-suite leadership, Marketing, IT, Legal, and Advisory teams, as well as wealth management clients and their Centers of Influence (COIs). Together, these perspectives helped ensure the solution addressed business priorities, operational needs, and the expectations of clients and their trusted professional networks.
I led the design effort, applying a human-centered design approach to evaluate the existing meeting book process through research with the firm’s top 12 senior advisors. I translated their feedback into a journey map highlighting key pain points and opportunities, then developed prototypes, gathered user feedback, and partnered with a dedicated Agile development team to deliver the final designs.
The project followed a four-step human-centered design process, engaging C-suite leadership, Marketing, IT, Legal, and Advisory teams, alongside clients and their Centers of Influence (COIs). Deliverables included a journey map identifying 74 pain points and 69 opportunities, a user research report with findings from 10 participants and 27 recommended UI changes, interactive Figma prototypes incorporating advisor feedback, and final designs delivered in collaboration with the development team.
