Autumn Bank

Wells Fargo Advisors

The Project

Alongside the digital innovation team at Wells Fargo Advisors, I designed a predictive retirement and goal planning tool for millennial affluent and emerging affluent individuals. The goal was the help Wells Fargo Advisors transition into the fintech space and create a sleek, modern experience that help younger generations be smarter with their finances.

Goals for the experience

Our team worked to discover the best experience possible with these goals in mind:
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👵🏻 The experience should feel personal and approachable, with customization being a key theme
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🔄 Encourages ongoing engagement and doesn't feel like a "set-it-and-forget-it" tool
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👾 Introduces gamification into the retirement planning to make the experience feel lighter and more appealing
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💞 Relationship building & collaboration to encourage adoption
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💰 Fits affluent & emerging affluent users (WFA's main clientele)
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The Process

Divergent Concept Sketches

Stakeholder Management

In addition to testing concepts and designs with users through various discovery techniques, we had a large group of executive stakeholders and SMEs from all departments who needed to feel heard.

We conducted a wide range of activities in order to create meaningful feedback loops and provide ample opportunity for everyone to have input as we iterated on concepts. Some of those sessions included:
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• Guided discussions through abstract concepts 
• Established criteria-based voting & rating systems for feedback
• Rapid brainstorm sticky-note sessions with non-designers 
• Rose, bud, thorn exercise
• Advocation & elimination discussions
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