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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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