Sponsored by the wealth line of business, this consumer product concept was intended to explore new collaboration tools for wealth prospects and clients.
Project role: Experience strategy, facilitation and interaction design.
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Experience Strategy: conducted business and customer research and strategy to determine the business processes and consumers perceptions and behaviors regarding collaboration with their Wells Fargo advisor.
Design Thinking: collaborative and co-creative workshops used the business, and customer research insights to ideate on and formulate an experience framework created around helping mass market and wealth customers collaborate more effectively with Wells Fargo advisor.
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User Flow and Wireframes: the final concept centered around two use cases for relationship lead customers. The first was in the context of mortgage pre approval for rental property purchase and the second was a relationship lead prospect collaborating with a financial advisor, their team and the prospects financial team.
Post launch: the validated final concept tested well with wealth customers clearly demonstrating that new collaboration tools are needed and desired by wealth clients.