Clients are now empowered to explore both their potential and ongoing investments seamlessly through the portal. This offers an unprecedented level of accessibility and clarity, transforming the investment journey.

For the first time in the DST industry, our portal showcases real-time performance metrics of clients' investments. This groundbreaking feature instills transparency and empowers clients with actionable insights.

The portal seamlessly facilitates direct communication with dedicated advisors. This bridges the gap between clients and advisors, fostering a collaborative and informed investment approach.

Clients can access comprehensive information about each property, complemented by associated documents. This holistic view equips clients with the knowledge they need to make informed decisions.

My main goal was to bring our executive stakeholders together and get everyone on the same page about the core problem we needed to tackle with a new product. This meant building trust and open communication among the stakeholders, helping them collectively pinpoint the exact challenge we were facing. What was really rewarding to see was how, as the design sprint unfolded, the stakeholders gradually opened up. Through collaborative discussions and engaging activities, team leads from different departments began sharing their insights and perspectives more freely. This led to a deeper understanding of the problem and a shared commitment to finding the right solution. By encouraging these discussions and involving teams from different areas, we managed to reach an agreement on the central issue that the upcoming feature would address. This agreement set the stage for the exciting parts: brainstorming, deciding what's most important, and eventually bringing the new product to life. At the end of the sprint I pulled together our activities and ideas and produced a design sprint recap which also outlined the timeline for development.

1. Conducting stakeholder interviews involves engaging with various departments to uncover the core problem. This process provides insights into each department's unique perspectives, facilitating a comprehensive understanding of the issue at hand.
2. I draw inspiration from competitors and other industries to blend proven concepts with fresh perspectives. This approach helps me create innovative, user-centered solutions that align with existing financial management experiences our customers have been exposed to.
3. Next, I jump into wireframe ideation. It's my way of creating a strategic framework for user interactions while considering future features and use cases, all while keeping the MVP in mind. This early process leads to smoother iterations, minimized revisions, and a more effective end product. I also use this stage to gather early stakeholder feedback and align stakeholder's expectations on what will be completed and when.
4. Once a fleshed out concept comes to the surface I will create a high fidelity mockup and go into user interviews. This is such an important part of the process because it gives a better understanding of if the final product will be useable and useful. These interviews can take many forms, for this product I created a fully interactive prototype and walked users through different features, gathering their feedback along the way.