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
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