Advisor Web Applications
Ameriprise Financial
Redesigned internal applications used by over 10,000 financial advisors, simplifying workflows, improving usability, and delivering reliable, interactive digital tools
Role
UX Designer, Business Analyst
Timeline
1.5 years
Tools
Figma, Jira, Confluence, Adobe Photoshop
The Challenge
Advisors relied on multiple internal tools for reporting, financial documents, and client workflows. Existing systems were often cumbersome, inconsistent, and inefficient, making daily tasks slow and error-prone. The challenge: transform complex processes into intuitive digital applications that improve the daily experience for advisors
My Role & Approach
UX & Interaction Design
Built interactive, step-by-step web applications that guided advisors through complex workflows with clarity and efficiency
Business Analysis
Translated reporting requirements and financial documents into responsive digital tools, streamlining tasks and improving reliability
Collaboration & Agile Execution
Streamlined Jira backlog and partnered with advisors, developers, and product managers to clarify requirements, resolve issues, and enhance system reliability
Process Detail
Conducted workflow analysis and mapped advisor tasks to identify pain points
Developed wireframes and high-fidelity prototypes to validate designs and interactions
Iterated on designs based on user testing and feedback loops from real advisors
Design artifacts for this project are available upon request
Impact & Results
Improved completion efficiency for advisors navigating complex workflows
Delivered reliable, user-friendly applications that reduced errors and frustration
Clarified complex business requirements, accelerating development and ensuring alignment
What I Learned
Responsive web applications are flexible solutions that can reuse critical component libraries and visual styles to keep experiences consistent and engaging
Close collaboration with end users ensures that the right problem is being solved at the right time