Thoroughly understand our target audience of financial advisors to gain insights into their needs, preferences, and pain points. This user-centered approach formed the foundation of our design strategy.
Iterating wireframes frequently to improve complex journeys. These wireframes were invaluable in refining our ideas and gaining early feedback from stakeholders. Wireframes were essential to communicate between stakeholders, designers, and development teams.
Introduced new communication methods with developers, product managers, and other stakeholders to ensure that our design teams voices were working efficiently. We followed best practices to ensure that the platform was rolled systematically
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