Overview

A leader in the fintech field, our client sought to create a new digital product that would enable more engaging interactions and experiences between financial advisors and investors. Our product team conducted research with the client’s internal stakeholders and SMEs, as well as financial advisors and investors, to understand the goals, needs, and pain points around improving communication within this important strategic relationship.

We distilled insights from our research to define four key opportunity areas that served as the foundation for our concept generation. After down-selecting to a single concept focused on regulatory communications, we designed key screens and interactions for our product and ran validation research sessions to vet the tool with more investors and advisors in order to understand desirability, potential use cases, and value to the end user.