Background
Web App • User Research
Advisor Connect is online platform for the modern financial advisor, manager, and enterprise. The platform helps advisors form an aggregate of compatible prospects and maintain client relationships. For the manager, AC helps empower you to make data-driven decisions on potential candidates. At the enterprise level, the platform mitigates mundane guesswork, allowing advisors and managers to focus on what’s important.
User Research
Insights and validation. The AC team and I decided to flesh out a formal research process to provide insights into new developments, and validate, or sometimes disprove the design decisions made in the current product. Sometimes the best way to move forward is to take a step back.
I conducted interviews with a range of advisors, all at different points in their careers. I then synthesized that data into common behaviors, needs, and attitudes which would be represented in 3 brand personas.
User Journey
As with most digital products, a story needs to be told. In order for Advisor Connect to tell their story, we decided to map out the advisor experience in its existing condition. From there, we layered on the AC offerings and resolutions that were designed to counter the user pain-points.
