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user experience and information design
 Teaser widget to engage investors |  Explaining the Human Capital concept |
|---|---|
 Goal Prioritization worksheet |  Profile detail capture form |
 Insurance coverage analysis |  Enrollment status dashboard |
FINANCIAL ADVISOR LITE
This initiative was undertaken to create a progressive online financial advice and management platform, inspired by the recent successes of Mint, Empower and Betterment.
I worked with their product team over several months, designing analysis worksheets, and strategic educational and marketing engagement concepts to bring 'financial advice to the masses' (my words) through a suite of self-service and advisor-driven work-spaces.
Most remarkably, this project was developed by three separate agile teams, with factions in New York and India. I provided IA and visual design guidance for each team.
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