Impact Story
16-weeks to design and launch a new user journey, and move to an agile mindset:
- conducted user research that revealed clients wanted the process to help deepen their client-advisor relationship, rather than just save time
- ran hackathons with IT, business, and advisor teams to generate design concepts and align leadership around a vision for the future experience
- implemented a new tech architecture featuring micro-services integrated with legacy systems, and delivered code continuously using DevOps practices
- coached and mentored IT teams, advisors, and senior leadership on agile practices
- broke down barriers across legal, compliance, security, and privacy teams to integrate diverse perspectives from day 1