See the transformation from an outdated data-entry tool to an interactive data-visualization financial planning platform.
Actual screenshots of the developed application — not just Figma mockups. The design system, another product I manage, was crucial in connecting design with development.
The aspect of this project I am most proud of is how I led our Product Design team to collaborate with the Moneytree product team in a completely new way compared to how our organization (Accutech) traditionally approached discovery and design.
Instead of the typical “mercenary” approach many design teams are boxed into — being told exactly what to design and not really being involved in the discovery process — our team took a new approach of being “missionaries”: involved from the start of the project and leading the process to thoroughly understand desired outcomes from the perspective of the user and the business.
The overwhelming insight we uncovered from our UX research is that users wanted so much more than a glorified data-entry platform. They wanted to show their clients, in real time, how their financial outlook changes based on different scenarios — without having to download PDF reports over and over.
So our whole approach to this project was building a digital-presentation UX on top of Moneytree’s data-entry foundation. After throwing in a modern style refresh, the before-and-after results of the project were astounding.
See the transformation from an outdated data-entry tool to an interactive data-visualization financial planning platform.
Actual screenshots of the developed application — not just Figma mockups. The design system, another product I manage, was crucial in connecting design with development.
Sketches and low-fi concepts showing the journey we took from inception to final design.
“This is one of the best financial planning tools I have ever seen — and I have been doing this since 1999.”
“The way you set it up is intuitive. I think you have a win here, and you’re going to have a lot of happy advisors.”