C A S E S T U D Y

Deloitte Digital

Timeline

May 2022 - August 2022

Roles

UX/UI Design

Design Systems

Placeholder

Team

Design Lead x 1

Product Designer x 1

Design Researcher x 1

Redesigning a wealth management platform to empower advisor-client engagement.

The Opportunity


At Deloitte Digital, a digital consultancy, my team and I were tasked with the platform redesign for Aviso Wealth, one of Canada's largest independent wealth management firms serving virtually all of the nation's credit unions.


While the platform had undergone a prior redesign, the effort lacked foundational user research to deeply understand the needs and pain points of wealth advisors, the platform’s primary users.

Working as the sole Product Designer, I led the end-to-end design for 2 major features, translating research insights into design solutions that meaningfully improved client and document management experiences for investment advisors. Our work contributed to a $450k client win for the firm along with a pipeline of future collaboration opportunities in a continued project phase.

The Process
Embracing a user-centred design approach

S T E P 0 1. U N D E R S T A N D

Grounding the problem in user context

0

Interviews

We conducted 8 in-depth interviews with credit union wealth advisors to understand their day-to-day workflows, goals, and pain points with the existing platform, helping frame the problem space around real advisor needs.

0

Workshops

Based on the interview learnings, we facilitated 3 co-design workshops with advisors to co-create solutions, synthesize research insights, and define opportunity areas that informed the redesign of core advisor workflows.

Distilling interview insights into user needs and opportunities

Overarching themes from advisor interviews.

Before we designed, we listened…

Understanding the reality of advisors’ day-to-day workflows.

S T E P 0 2. I D E A T E

Reimagining a streamlined workflow

Drawing from insights gathered through advisor interviews and co-design workshops, we identified two key areas for improvement: Document Management and Client Management. These were prioritized based on their impact on advisor workflows and implementation feasibility.

To address the document management challenges, we designed a streamlined user flow that significantly reduces manual tasks related to document compilation and uploads.

When it came to client management, advisors expressed frustration with tracking interactions across multiple systems, leading to fragmented workflows. In response, we created a new workflow that centralizes client data, enabling advisors to stay organized, manage large volumes of client information more effectively, and deliver more personalized client service.

S T E P S 0 3 & 0 4. P R O T O T Y P E & I T E R A T E

Initial Concepts

By working in low and mid-fidelity, we were able to quickly test assumptions with stakeholders and refine the experience before committing to detailed design execution.

The Final Product

High-fidelity designs brought the validated workflows to life, creating a cohesive, end-to-end and production-ready advisor experience.

Client Management — Within the Client Profile screen, advisors gain a holistic view of each client, including detailed breakdowns of goals, account information, and family relationships. They can

Client Management — Within the Client Profile screen, advisors gain a holistic view of each client, including detailed breakdowns of goals, account information, and family relationships.


They can add personalized notes, track important updates, and initiate direct messaging to address client questions or needs, enabling more informed, proactive, and responsive client engagement.

add personalized notes, track important updates, and initiate direct messaging to address client questions or needs, enabling more informed, proactive, and responsive client engagement.

Centralized Document Management.

Status Tracking Made Transparent.

Document Status — Advisors can monitor documents in real time - whether submitted for e-signature or processed by the back office - and quickly locate them using name search or status filters such as open, closed, expired, or cancelled.

Document Status — Advisors can monitor documents in real time - whether submitted for e-signature or processed by the back office - and quickly locate them using name search or status filters such as open, closed, expired, or cancelled.


With email notifications, change logs, follow-up tracking, and the ability to re-edit submissions, advisors gain greater visibility, control, and efficiency across document workflows.

With email notifications, change logs, follow-up tracking, and the ability to re-edit submissions, advisors gain greater visibility, control, and efficiency across document workflows.

Document Status — Advisors can monitor documents in real time - whether submitted for e-signature or processed by the back office - and quickly locate them using name search or status filters such as open, closed, expired, or cancelled.


With email notifications, change logs, follow-up tracking, and the ability to re-edit submissions, advisors gain greater visibility, control, and efficiency across document workflows.

Client Management — Within the Client Profile screen, advisors gain a holistic view of each client, including detailed breakdowns of goals, account information, and family relationships.


They can add personalized notes, track important updates, and initiate direct messaging to address client questions or needs, enabling more informed, proactive, and responsive client engagement.

C A S E S T U D Y

Deloitte Digital

Timeline

May 2022 - August 2022

Roles

UX/UI Design

Design Systems

Team

Design Lead x 1

Product Designer x 1

Design Researcher x 1

Redesigning a wealth management platform to empower advisor-client engagement.

The Opportunity


At Deloitte Digital, a digital consultancy, my team and I were tasked with the platform redesign for Aviso Wealth, one of Canada's largest independent wealth management firms serving virtually all of the nation's credit unions.


While the platform had undergone a prior redesign, the effort lacked foundational user research to deeply understand the needs and pain points of wealth advisors, the platform’s primary users.


Working as the sole Product Designer, I led the end-to-end design for 2 major features, translating research insights into design solutions that meaningfully improved client and document management experiences for investment advisors. Our work contributed to a $450k client win for the firm along with a pipeline of future collaboration opportunities in a continued project phase.

Deloitte Digital

C A S E S T U D Y

Timeline

May 2022 - August 2022

Roles

UX/UI Design

Design Systems

Team

Design Lead x 1

Product Designer x 1

Design Researcher x 1

Redesigning a wealth management platform to empower advisor-client engagement.

The Opportunity


At Deloitte Digital, a digital consultancy, my team and I were tasked with the platform redesign for Aviso Wealth, one of Canada's largest independent wealth management firms serving virtually all of the nation's credit unions.


While the platform had undergone a prior redesign, the effort lacked foundational user research to deeply understand the needs and pain points of wealth advisors, the platform’s primary users.


Working as the sole Product Designer, I led the end-to-end design for 2 major features, translating research insights into design solutions that meaningfully improved client and document management experiences for investment advisors. Our work contributed to a $450k client win for the firm along with a pipeline of future collaboration opportunities in a continued project phase.

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