Helped grow the customer base through ongoing improvements and targeted marketing initiatives.
We grew our FUM year-over-year by enhancing features based on research into high net worth customers.
I was heavily involved in the onboarding process working closely with contractors as well as third party platform providers.
I provided UX input to the mobile platform working closely with the product designer to help shape interactions and user flows. I was also involved in the rebrand of Selfwealth and its roll out across both web platforms as well as the marketing site.
Selfwealth as a company is very focused on only doing work that makes the lives of our customers better.
We set up a customer focus group that included a number of our most engaged users and interviewed them about there needs and what improvements they would like to see. The feed back from these face to face sessions is now leading the path forward on both web and mobile.
