I started working at Morningstar with the vision that financial products we becoming more "mainstream" than before. The future for digital products in the financial services industry is making it easier for people to take control of their future.
The learning curve has been decreased in understanding investing and retirement with the advance a ton of digital products.
Goal Bridge is an end-to-end goal planning product for advisors to walk through with their clients. Once goal plans are set, we dig into Investment Planning to meet their goals based on investment allocation and risk tolerance.
In the Agile framework, I start every design sprint with some discovery research to get feedback from my senior stakeholders. We discuss our primary action on each page and how this data will change other parts of the product. Knowing how our products work as a flow is crucial.
Asking questions and identifying where pieces are coming from clarifies our design objective.
A visual designer and I work through wireframes of the flow, and then apply the latest design and accessibility standards.