ETF BUYING JOURNEY

Roles : Designer, UX Strategist, Researcher, Information architect, Copy writer

From analyzing usage data and interviewing clients, it was clear that the site had more tools and marketing pages than our clients knew what to do with. Creating our current state journeys helped us focus our budget requests on key areas. High-fidelity wireframes were used to drum up excitement with our business stakeholders and test with clients.

 
Simplified client journey for purchasing ETFs

Simplified client journey for purchasing ETFs

 

Connecting clients needs and business outcomes to areas of the web experience.

 

Journey map for a new investor

 

Concept screens for key UIs

 

Mobile trade ticket

Trade ticket

Watchlist

Model portfolios