Intro

We are building a financial advisor tool leveraging current technology capability. To have a direction what to build in the tool, I came up with a user-centric approach to help us from understanding advisor's work journey, painpoints to feature prioritization.

1. User-centric approach overview - tailored for each stage of project

2. Interview

With the design team, I launched desktop research and a workshop to extract the common modules that the customer, advisor and management tools all share. Based on the results, we were able to define what structure and modules to include in the first fold of the screen, and documented the differences between customer and investment-professional tools.

3. Feature ranking

Concept & Prototype

4. Card sorting

Weigh the user value vs technical feasibility of planned feature releases against each other in order to prioritize features and shape a roadmap

6. Usability testing

Identify painpoints, user needs and shape design directions

Pilot before the study kickoff

Timeline

8. The outcome

Design

Journey Map & Persona

Feature list