Product Design
Consultant Hub
Problem
Vanguard and institutional consultants have had a complicated relationship for a long time. Vanguard acted as though they did not exist and contacted clients directly. In the past six years, clients have become more reliant on consultants to decide who they use for their record-keeping services. To solve this problem, Vanguard created a team to design and build a platform that would act as an olive branch to consultants and redefine their relationship.
Role
· Designed user experience flow
· Designed user interface for responsive/mobile versions
· Researched and produced personas
· Built prototype with Angular, HTML, CSS
· Worked with the development team to oversee project
completion
Description
Secure login experience that allows consultants to view the entire book of business they have at Vanguard. The goal was to provide consultants with a single sign-on experience that gives them access to all the information they need about their clients.