(k)Visor needed to be a trustworthy management tool and scale to fit the needs of financial advisors of various sizes.

In collaboration with Product, UX Researchers, and real financial advisors, I pinpointed the needs of our users. With multiple rounds of prototypes, usability testing sessions, and interviews, we iterated until we arrived at our solutions.‍

‍We wanted to create something that would be highly valuable to small client advisors, large client advisors, and any advisor in-between – with or without fiduciary protection. Great advisors help employees reach their retirement goals, and this tool makes great advisors even better.

‍Typical financial advisors use spreadsheets, paperwork, and manual filing to keep track of their clients’ information.

Because much of the industry's methods are dated, inconvenient, and long overdue for digitization, (k)Visor was a huge opportunity for innovation.

How can we reduce the paperwork advisors need for their workflow?

How can we make it easier to gauge the health of an advisor’s Book of Business?

Delivered wireframes and polished visual designs

Created prototypes for presentations, usability testing, and trade shows

Collaborated with UX Researchers to plan and run usability testing sessions

Ensured designs are consistent with Paychex design standards and branding

Created illustrations and animations for internal/external marketing materials

Collaborated with other designers and illustrators to keep assets consistent

Wrote creative microcopy in collaboration with other copywriters