JPMorgan
Advisor experience; digital transformation
Head of Design: Advisor tools, apps & experiences
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
🎯 Design a suite of world-class portfolio management products for Financial Advisors to capture the analysis part of their workflow
🎯 Capture portfolio and investment data to make more tailored JPMorgan fund suggestions
🎯 Automate and scale the high-touch sales cycle of selling JPMorgan funds to Advisors
Matt Lesle
Managing Director & Global Head of Digital Product | JPMorgan
“ I worked with Vanessa for several years, and she is an exceptional creative leader. She has a strong understanding of the business and ensures that design decisions drive real impact. 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. "
Key business outcomes
15% YOY increase in user registrations to use Advisor tools suite
4 x increase in use
of promoted funds after redesign of feature
$7.2bn JPMorgan
fund sales directly influenced by Advisor tools
Project overview
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📈 End-to-end strategy and design of a portfolio management workspace for Advisors
Analyze client portfolios, find opportunities to improve performance, compare fund ideas and generate client-ready proposals in one connected workspace.
✨ Adding AI-powered features to streamline the research workflow
Designing and launching new 0-1 portfolio management products for investment screening
Strategic re-design of existing products built on research and clear business goals
Redesign of Investment Comparison tool led to a 400% increase in use of featured funds after launch
Growth sprints to learn, test & iterate on product adoption & acquisition
Designing a flexible and scalable new design system for a suite of 9 portfolio analysis and investment tools and apps
Client feedback
“ Working with Ness was amazing. Her expertise as our Design Director for years brought strategic vision to every project, ensuring that the deliverables aligned perfectly with overarching business goals. Her ability to blend creativity with strategic insight resulted in exceptional outcomes that exceeded our expectations. I would highly recommend her to anyone seeking a talented, forward-thinking design leader. ”
Edith Chu,
Product Manager at JPMorgan
