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UX Design
VR / AR
Research & Insights
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Salesforce
Capabilities
UX Design
VR / AR
Research & Insights
Development
Managed Services
Branding
Salesforce
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Envestnet
TEAM
1 Project Manager
1 Research and Insights Lead
1 Research Specialist
1 UX Lead
1 UX/UI Designer
Delivery
Discovery & benchmarking
Strategy
Prototype creation/iteration
UX testing
Duration
5 months
Capabilities
User Experience
Research & Insights
Background
Envestnet, a leading provider of unified wealth management technology and services, wanted to improve completion rates for its new Advisor Now product. Tonic3 was asked to identify major roadblocks and suggest solutions.