Financial advisors lacked a streamlined, modern tool to collect client information and build proposals efficiently, resulting in slow workflows and inconsistent client experiences
My Role
UI/UX Designer
Skill
Design System UI/UX Modernization and Redesign
Timeline
Sep - present
Teammates
Kiera Perryman
State Street stakeholders requested a new tool to support financial advisors during client meetings, specifically for gathering essential financial information and preparing proposal materials. Our team was tasked with designing a modern, streamlined tool that would support advisors throughout the entire client interaction—from capturing key financial details to preparing proposal materials. The goal was to elevate usability, reduce friction, and create a clearer, more guided workflow that enhanced advisor productivity
Final Design
Worked together with my colleagues and skateholder for the final design
State Street:
Advisor Tool
A web application for financial advisors
Designed a new, cohesive user experience that aligned with State Street’s design standards while addressing the real-world needs of financial advisors.
Design layout and content
1. No embellishments
Remove visual clutter by avoiding borders and icons.
Use color, tone, and space to separate elements instead
No borders on inputs
Charts show only necessary borders for the value axis
No or minimal boraders on data grid