Guided Investing
Merrill
There was a current experience for users to set up self-directed investing accounts but it needed to expand into managed investing accounts. The design and current product was also dated, in need of a redesign.
The Problem
Create an extremely easy-to-use product that could take a very complex concept and make it easy for anybody to use. This was accomplished by having a simple step-by-step process, easy-to-understand visuals, and simple language.
The Solution
XD Lead
Concepting
Art Direction
Design
Animation
Prototyping
Front-End Development
My Role
Creating A Simple Onboarding
While the process of signing up for investing is complex, we wanted to allow users the ability to take it one step at a time to simplify it down. That way there's less of a cognitive load as a user moves through the process.
An Easy Dashboard
In the previous iteration, a lot of information was brought into the dashboard which meant a user had to wade through it to find what they were looking for. Our goal was to simplify the dashboard down and let user intent direct them to more information.
