Building A Financial Planning Vision to Increase Account Value

I drove alignment between 9 senior investment and insurance executives in an end-to-end vision with goal to increase average account value. This project is a good example of starting with one problem and discovering a deeper challenge.

Role: design strategy lead, thought partner, workshop facilitator, ecosystem designer

Designing A Faster, Easier Medical Questionnaire to Retain Clients

I led a multi-disciplinary team over a period of 6 weeks to imagine the future of this multi-channel experience. Providing 10 years of medical information created a laundry-list of pain-points for clients and lent us many opportunities.

Partners: Product Manager, Business Ops Lead, Subject Matter Experts, Product Designers, UX Researcher, Content Designer

Mapping Out A Digital Product Ecosystem to Increase Continuity

I consulted with SMEs across the company over a period of 6 weeks to understand the end-to-end digital client and financial advisor digital experience. The lack of understanding about the digital experience led to product silos, which created fractures in the experience.

Partners: Enterprise Architect Principal, Business Process Lead, Product Manager, Product Designer