Project Overview
Due to NDA, the client will be referred to as 'Client Y.' Company Y is a USA based Tier 1 bank. The Department of Labor (DOL) Fiduciary Rule mandated compliance that required making a series of internal changes to every bank's system to comply with the rule. To be compliant, our client had to quickly rollout a system that was built primarily by business, compliance and development. The entire process lacked UX/UI design, and was forced on to end users without a planned adoption strategy.
This quick rollout caused significant stress, turmoil and frustration amongst their user base with also a business impact of sharp revenue decline. The initial engagement was simply to assess the system and provide light visual redesign of their platform. However after conducting user interviews, we quickly realized this extends past just a visual facelift—it was a user experience issue.
My Contributions
We were hired to redesign the entire FA platform focusing on improving the user experience and increasing adoption.
I was the UX Design Lead working closely with business and technology. I helped Company Y on improving their agile process by raising awareness of gaps in communications and bridging inefficiencies of the pure Agile methodology. I also managed junior designers while running our list of design backlog items.
In order to achieve maximum design and development velocity, I worked very closely with the developers to help communicate design intentions while providing them with a full set of UX documentation and deliverables (design screens, interaction guidelines, high-fi prototypes, and more).
