JPMorgan \ B2B Financial software
High-converting sales tools for Financial Advisors
Head of Design: Advisor products
Overview
Multi-year initiative, leading JPMorgan’s product team through the end-to-end design & strategy of a suite of portfolio management tools, apps & platforms for Financial Advisors. The work spanned 0 > 1 product launches, strategic redesigns and long-term transformation work.
Business goals:
🎯 Convert high volume of Advisor site visitors to registered user
🎯 Capture portfolio and investment data to make better fund suggestions
🎯 Increase engagement & sales of suggested products
🎯 Automate and scale high-touch journeys of selling recommended funds to Advisors
Business outcomes
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$7.2bn sales of JPM funds influenced annually by tools suite
JPM funds sold via analysis tools influenced sdvisors
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4 x increase in sales of promoted funds after redesign
After research-led re-design of investment comparion tool
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20% increase in registrations after growth-optimization
Growth-optimization on homepage & in tools
Key projects & deliverables
Suite of net-new analysis tools
End-to-end strategy, design & launch of a suite of experiences to help Advisors manage their portfolios & research investments with the aim of capturing user data & aiding more effective sales.
AI-first Advisor workspace
Concept to digitally transform the Advisor workflow through streamlined research & analysis, all in one connected & highly-personalized workspace.
Investment co-pilot concept
A scalable new design system
JPMorgan has a high volume of unauthenticated Advisor traffic on their public website. We created a suite of experiences to help Advisors manage their portfolios & research investment strategies with the aim of capturing user data & aiding more effective sales.
Strategic re-design of analysis tool that boosted promoted fund sales by 400%
JPMorgan has a high volume of unauthenticated Advisor traffic on their public website. We created a suite of experiences to help Advisors manage their portfolios & research investment strategies with the aim of capturing user data & aiding more effective sales.
Before design
After redesign
Optimizing for growth; testing language and conversion concepts
To grow adoption of the analysis tools we tested different language and trialed entry-point concepts, and launched a quick-analysis widget on the website to funnel engaged users into a registration flow by exploring a ‘light’ version of the tool.
Make it stand out.
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" Her product design skills balance creativity with a clear focus on user needs and business goals. She pushed my teams to aim higher and kept them focused on delivering exceptional work. Always professional and great to work with, she consistently brought out the best in those around her. Any team would be lucky to have her. "
Matt Lesle, XYZ
XYZ JPMorgan -
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Her product design skills balance creativity with a clear focus on user needs and business goals. She pushed my teams to aim higher and kept them focused on delivering exceptional work. Always professional and great to work with, she consistently brought out the best in those around her. Any team would be lucky to have her.
Jamie Kokot
XYZMN -
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Her product design skills balance creativity with a clear focus on user needs and business goals. She pushed my teams to aim higher and kept them focused on delivering exceptional work. Always professional and great to work with, she consistently brought out the best in those around her. Any team would be lucky to have her.
Description goes here
XYZ
