Reimagining Financial Advsiory

Reimagining Financial Advsiory

Summary

Summary

I was assigned by S&P Global to the Edward Jones Market Research project, where I was responsible for delivering UI and UX updates based on client feedback.

The tool was an internal platform used by financial advisors at Edward Jones for market research.

I quickly adapted to the ongoing project workflows and ramped up fast.

Chat with my AI voice agent at the top of the screen to dive deeper into this project.

Services

Services

FinTech Product Design

Year

Year

2024

2024

Client

Client

Edward Jones

Edward Jones

Impact

Impact

Accelerated design handoff

Accelerated design handoff

Sped up production

Sped up production

Maintained client statisfaction

Maintained client statisfaction

Partners

Partners

Kara Bauder

Kara Bauder

Reimagining Financial Advsiory

Summary

I was assigned by S&P Global to the Edward Jones Market Research project, where I was responsible for delivering UI and UX updates based on client feedback.

The tool was an internal platform used by financial advisors at Edward Jones for market research.

I quickly adapted to the ongoing project workflows and ramped up fast.

Chat with my AI voice agent at the top of the screen to dive deeper into this project.

Services

FinTech Product Design

Year

2024

Client

Edward Jones

Impact

Accelerated design handoff

Sped up production

Maintained client statisfaction

Partners

Kara Bauder

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