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Advice on Demand

Designing a platform that connects the user to a financial advisor is the unique design opportunity. First of its kind platform, had a lot of unknowns. Designing for such unknowns requires the different approach. In the early phase of a product discovery, we realized sometimes being lazy and finding shortcuts works.

Learnings

Learnings

  • Break things often to find the more appropriate answer before investing time to build anything.
  • Being lazy and finding shortcuts is sometimes useful.
  • Short doesn't mean simple.

Design discovery

Customer journey map was the first design artifact produced in this project that helped the team not only to see the high-level picture but also helped us to align on the common design problem we wanted to tackle first.

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On-boarding design iterations

On-boarding design iterations

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Designing meaningful conversations

One of the problems users were facing was setting the context. What should I ask a financial advisor? Users were hesitant to initiate the conversation with a financial advisor.

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Advisor tool

The tool for advisors was as important as customer-facing app but more complex. The primary goal of this advisor tool was to help prioritize conversation and respond to the users as quickly as possible. 

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© 2017 Harshad Kulkarni
Illustrations, site design by Harshad Kulkarni