Designing for Trust: A Mobile Experience for Investors with Advisors

I led the end-to-end research roadmap for a new mobile experience designed specifically for investors working with financial advisors. This initiative focused on strengthening advisor-client relationships by enabling clients to easily engage with their investments alongside professional guidance. Through mixed-methods research and iterative design validation, the experience scaled rapidly — driving a 500% increase in adoption (from 90K to 477K sessions since 2023) and shaping product roadmaps that deepened trust and engagement in this key client segment.