Red Rock Strategic Partners is a management consulting firm dedicated to accelerating profitable growth, maximizing business value and addressing ongoing business and personal issues for financial institutions. The group was interested in the development of an application that would arm financial advisors with a suite of tools to help clients reach their financial goals while allowing management to track progress and gain a deeper understanding of how to guide their advisors toward success.
Stakeholder interviews and user research led to a specific list of requirements for each end user–advisors and managers. Requirements were then applied to specific tasks users were looking to accomplish; these tasks fed into the design of the application’s components. By designing the interface around specific scenarios and use cases the application succeeded in meeting user needs while facilitating higher touch points amongst end users