We began by conducting stakeholder interviews, user surveys, and competitive analysis to fully understand the needs of both clients and agents. Clients expressed that financial services often felt intimidating due to complex jargon and unclear pathways, while agents struggled with fragmented workflows and time-consuming manual processes. These insights shaped the foundation of our design strategy, ensuring we addressed pain points for both audiences.

Using the research insights, we created user personas, journey maps, and a clear information architecture for both the website and mobile app. The focus was on simplifying navigation, presenting information in a more approachable way for clients, and designing intuitive workflows that improved agent efficiency. This stage ensured the overall experience was both user-friendly and goal-oriented.

We translated the information architecture into low-fidelity wireframes to validate user flows and layouts early in the process. From there, we developed interactive prototypes in Figma, allowing stakeholders and users to visualize the experience before development. Early usability testing at this stage helped identify areas for improvement before moving into high-fidelity designs.

Building on the Legacy Wealth brand, we crafted a premium yet approachable design system for both platforms. The website focused on trust-building visuals, clear typography, and inviting layouts, while the mobile app featured a clean and efficient interface optimized for agents on the go. The goal was to maintain a cohesive visual identity across both touchpoints while catering to their unique audiences.

Finally, we tested the high-fidelity prototypes with both clients and agents to validate ease of use, clarity, and efficiency. Feedback revealed small but meaningful improvements, such as simplifying terminology for clients and adding quick-access shortcuts for agents. We iterated on the designs to ensure both solutions delivered a seamless, intuitive experience tailored to user needs.