Large asset manager
Even Advisors Need Business Advice
Needs & Behaviors Research
Adobe Platform Implementation
Style Guide Creation
Value Proposition Definition
Persona & Journey Definition
Design Sprints & Co-Design Sessions
Concept & Usability Testing
Define, design, and build a new dot-com to simplify the fund shopping experience and increase both the number of advisors and the number of products per advisor.
Prototyped and tested a simple, high-performing experience to elevate the client’s message, allow for easier navigation, and provide compelling views of product attributes and performance.
Following our September 2017 launch:
Fund shopping via the homepage
Visits to the order fund literature page
Brilliantly designed. Fast and snappy. A great user experience.