Year
2023
Role
End-to-end UX/UI design
Category
Product Duration
18 months
Problem
Client data was fragmented across tools and teams, creating friction at every level.
Teams manually consolidated Excel sheets, reports, and emails
Critical information was inconsistent or duplicated
Product usage, client value, and engagement data lived in silos
Decision-making was delayed and key opportunities missed due to lack of visibility
Teams spent more time finding data than using it, making delivering timely, strategic advice much more difficult than it needed to be.
Our discovery work revealed that the issue wasn’t just about access to data, it was about trust and usability.
Teams didn’t trust the data because it was inconsistent
Everyone was doing extra work to reconcile or double-check information
Small moments of clarity - like a unified view of holdings or contact info - made advisors immediately more confident
This shapped our direction: A shared, real-time view would give every team the confidence to act instead of react.
Over 18 months, we designed and delivered a suite of interconnected tools that brought clarity and efficiency to client management workflows. Each solution addressed a different stage of the client lifecycle, built on a shared foundation of unified client data.
Duplicates Management
Built a tool to identify and merge duplicate client records
Allowed users to resolve mismatches in personal or account details
Online Account Opening
Worked with the Operations team to automate account creation using prospect data
Integrated with external vendors for validation and faster onboarding
Leads Management
Collaborated with Marketing to create a tool that captured and tracked website leads
Enabled Branch Managers to view, assign, and track branch performance
