ProjectGoals-Based Financial Planning at your fingertips
My roleAs the lead product designer at AdvisorEngine, I was tasked with the conceptualization, launch, and ongoing refinement of a groundbreaking financial planning experience. Teaming up closely with product owners and developers, our collaboration extended beyond internal efforts—we engaged clients in comprehensive product discovery research, ensuring their valuable insights shaped the continuous enhancement of the product from its initial stages through post-launch refinements.
RESPONSIBILITIESUX Design, UI Design, User Research, Client Interviews & presentations, Workshop facilitation, development hand-off, Usability Testing, + more
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