PROBLEM STATEMENT
Goal-based investors lacked a financial management incentive to invest in high value investment opportunities to easily establish, fund, and monitor goal progress.
GOALS
- Design and deploy a responsive browser based and native app to enable investment account funding and management.
- Work with senior stakeholders to discuss current opportunities and pragmatic solutions.
- Grow assets under management to $250mm in first year and subsequently at 20% annually.
DESIGN RESEARCH
- I Led Product team first through personae, journey maps, wireframe, early product sessions.
- Deployed an optimized component library in line with brand and engineering best practices.
- Created high level journey map from preliminary discovery.
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I led senior product members (pictured) through problem space discovery and opportunity.
DESIGN PROCESS
- After preliminary discovery, I began of component system and lo fidelity prototypes.
- Met regularly with CEO and senior staff to evaluate design progress and future products.
- Created high level preliminary journey map to define basic user flows, conversion events.
I authored high level journey map and all RWD designs in Figma.
SUCCESSFUL OUTCOMES
- Orchestrated creation of all experience blueprint designs and engineering specifications for pioneering fintech startup, contributing to 30% efficiency gains and 10% investment risk reduction.
- Drafted high-level customer conversion maps for a 17% increase in new accounts, developed UX design operations and component library reducing UX engineering time by 20%.