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.