StreamDNA \ B2B YouTube data sales
Product-led growth for data solutions platform
Founding Designer
Overview
I led a multi-disciplinary product team through the end-to-end design & strategy of a suite of investment and portfolio management tools, apps & platforms for Financial Advisors.
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.
Business goals:
JPMorgan has a high volume of unauthenticated Advisor traffic on their public
JPMorgan has a high volume of unauthenticated Advisor traffic on their public
JPMorgan has a high volume of unauthenticated Advisor traffic on their public
End-to-end platform redesign, optimized for growth & conversion
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.
Product before
Product after redesign
End-to-end platform redesign, optimized for growth & conversion
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.
Feature name goes here
Feature name goes here
Feature name goes here
Feature name goes here
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.
Redesign of investment tools
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.
Advisor workspace
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.
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
