MARKETING CAMPAIGN
eMoney Advisor, a FinTech company, provides financial planning software using the motto “Helping people talk about money”.
Client
eMoney Advisor
Project Type
New Feature/Epic
Role
Principal UX/UI Designer
Strategy
Iterative Design
Software
Figma, Sketch, InVision, Miro, Adobe Suite
Deliverables
User Testing Data, Wireframes, Prototypes
Financial advisors are quite busy and often times, a limited amount of time to concentrate on marketing their brand, offerings and benefits. We created a new feature allowing advisors to compose targeted email and social media campaigns for their clients in a short amount of time.
Overview
The Challenge
One of the key challenges in developing the new campaign feature for financial advisors was balancing flexibility with simplicity. Advisors needed a robust tool that allowed them to create detailed, personalized campaigns tailored to their clients’ needs using our internal design system all while maintaining an intuitive user experience.
Features
Features include financial advisor budgeting tools, data analytics, financial wellness, marketing and more.
Workflows
Numerous detailed workflows were created before wireframing began. User surveys, both internally and externally, were conducted using these workflows to determine a seamless interaction.
Once the workflows were solidified, I moved onto creating countless wireframes. This campaign feature consists of both an advisor and a client facing experience.
Wireframes
While the workflows utilized user surveys as our testing method, our wireframes were presented in person for user interviews. Traveling from Rhode Island to Texas, myself and our head of UX Research conducted 8 interviews in total, strategically chosen from our panel of users and non-users of our application.
User Interviews
Results
eMoney’s marketing product has evolved from the ability to send basic emails to now distributing an entire marketing drip campaign. Being a part of the evolution over the course of two years, plus future user testing, has proved invaluable.