Fiserv acquired Advise America for its wealth and financial planning products.
However, since Fiserv already had its own financial advisor platform, the challenge was to research the user base of both applications and devise a UX strategy to merge the functionalities of the two products.
User Research
User Interviews, Personas, Contextual Inquires, Task Flows, Mental Model
Designs
Design Workshops, Wireframes, Prototype, VD, Mobile-First
Validation
Contextual Inquires, Concept Validation, Design Sessions, Remote Usability Test
