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My Work

Wells Fargo’s entry into the “Robo Advisor” range of investment products. Partnering with a vendor for the underlying technical framework, I was tasked was creating an interface for return clients after their account is setup and aged. Understanding this task meant laying out journey maps to identify key points of interaction.


Once the MVP was delivered I examined the project from end to end and developed an Empathy Map that highlighted the users’ emotional state at every screen and for every interaction. Using this, we could identify gaps in the experience that were causing frustration due to technical constraints or gleaned from user testing. These gaps were prioritized, had the opportunity identified and added to the backlog for future release.



This project is also mobile ready, with a number of screens needing completely new designs based on user research and usage data.



    • Wireframes
    • Prototypes
    • Journey Map
    • Empathy Map