Autumn Wealth Advisors

Varun Mehra

Autumn Wealth Advisors

Varun Mehra

Autumn Wealth Advisors

Envisioning the Future of Wealth Management

Autumn Wealth Advisors, a fictional name for one of the nation’s largest non-fictional private wealth management firms, was seeking to provide their high-net worth clients with adaptive & gratifying self-service tools to assist in their long term financial planning.

As lead designer, I worked with an agency team that included project & strategy leads, a user researcher, and design associates to develop user-centered product solutions based on extensive product-market-fit research. We also worked closely with client partners, including design team members and nearly a dozen executive stakeholders, to develop & deliver a compelling pitch directly to the firm's president.

Role

Experience Design Lead

Duration

3 months

Outcomes

Strategic Product Vision

Qualitative & Quantitative Research

End-to-End UX Prototypes

Socialization Materials

User-Centered Design Guidance

Autumn Wealth Advisors

Envisioning the Future of Wealth Management

Role

Experience Design Lead

Duration

3 months

Outcomes

Strategic Product Vision

Qualitative & Quantitative Research

End-to-End UX Prototypes

Socialization Materials

User-Centered Design Guidance

Autumn Wealth Advisors

Envisioning the Future of Wealth Management

Role

Experience Design Lead

Duration

3 months

Outcomes

Strategic Product Vision

Qualitative & Quantitative Research

End-to-End UX Prototypes

Socialization Materials

User-Centered Design Guidance

Autumn Wealth Advisors

Envisioning the Future of Wealth Management

Role

Experience Design Lead

Duration

3 months

Outcomes

Strategic Product Vision

Qualitative & Quantitative Research

End-to-End UX Prototypes

Socialization Materials

User-Centered Design Guidance

Objective

Develop user-centered solutions for emerging affluent clients and present a compelling product vision to the firm's president to generate interest and investment in desirable financial planning tools.

Stage 1

Ideation & Stakeholder Alignment

We began our journey by conducting interviews with stakeholders and financial advisors, followed by divergent ideation to generate a wide range of innovative and delightful concepts.

To align executive stakeholders around a vision, we then held a 3 day workshop to evaluate 36 concept sketches and narrow down to 8 move-forward directions using guided discussions, selection criteria, and facilitated activities.

Stage 2

Qualitative Concept Testing

We enhanced and elaborated upon the top 8 concepts, then evaluated product-market-fit through moderated research sessions with 15 participants using paper prototypes. Through our research, we assessed desirability towards elements within our concepts to further narrow our focus.

Stage 3

Quantitative Usability Testing

We took the positively received concepts and converged them into 5 distinct directions. Then, we conducted an additional round of unmoderated research sessions with a broader audience using clickable prototypes.

Final Deliverables

MVP Prototype

Through the insights gained from thorough qualitative & quantitative research, as well as additional stakeholder alignment sessions, we furthered refined and extended the winning solutions into a viable end-to-end user experience.

Final Deliverables

MVP Prototype

Final Deliverables

MVP Prototype

Final Deliverables

MVP Prototype

Executive Presentation

Lastly, we pitched our strategic product vision directly to the president and board of executives of the firm. Our presentation was highly catered towards the personalities of audience members to generate interest in pursuing the proposed product vision.