Increase usage of monthly financial statements & data-driven decision making for 19K financial advisors in North America

Improve firm profitability & operational efficiencies (service calls)

-Stakeholder interviews

-Performance data & digital analytics

-User survey

-User interviews

-Co-creations & prototyping sessions

Bigger strategic opportunity identified to support financial advisors in critical stages of growth for their businesses

Expanded digital solution to include financial statements, forecasting, and growth benchmarks

3 out of 4 solutions approved by executive leadership for 3-year product development roadmap

31% YoY increase in operational efficiencies

Expected increase in firm profitability within 5-10 years (long-term measure)

Led scoping, planning, execution, & delivery of research and workshops

Consulted on prototypes, wireframes, & product capabilities roadmap

Collaborated with GPs, technical SMEs, designers, analysts, & business owners

7 months