Our approach consisted of a series of co-creation workshops with the client to develop a vision for the future of financial planning. This included explorations of how customer experiences could evolve over time.
During prototyping, we focused on surfacing and addressing the most important customer needs, providing the right tools and features at the right time, and enabling easy access via an intuitive dashboard. Since our client’s commercial customers white-label their platform, we also created a UX strategy, design, and visual style easily adaptable to other brands.
The outcome of this project was greater alignment within the organization not only on the vision, but also the need for a long-term commitment to customer-centered design.