Client Portal
Clients view, manage and securely share their investment portfolio managed by their independent financial advisor
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Problem
The existing user flow redirected financial advisor’s client leads into the dashboard of their client portal without clear indication why or if additional actions are needed.
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Project Activities
Pre-Launch UATUsability TestingDesign System Creation & ManagementCustomer Journey Mapping
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Solution
Users are prompted to complete setting up their profile through a progress tracker with specific instructions. Refreshed the design to utilize better visual hierarchy, targeted branding and accessible for an audience consisting mostly of seniors (55+).
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Outcomes
The pre-launch UAT was conducted with teams of internal users where identified issues were tracked and prioritized to be resolved prior to launch, preventing bugs and usability issues from impacting users.
