hi-fi prototype & final presentation
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LEGACY WEALTH
financial recommendation engine
website & mobile application design from inception to execution
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automation + functionality =efficient design.
project background.
Legacy Wealth is a financial services platform specializing in real estate and wealth management solutions. The company wanted to modernize its digital presence to better serve two key audiences—clients seeking clear, trustworthy financial guidance and agents managing complex workflows. Prior to this project, clients faced overwhelming financial jargon and unclear pathways to connect with advisors, while agents lacked streamlined tools to manage client relationships effectively. To address these challenges, we designed a cohesive digital ecosystem consisting of a website to build trust and educate clients, and a mobile app to empower agents with intuitive, time-saving tools.
the problem.
Legacy Wealth’s existing digital experience lacked clarity and efficiency for both clients and agents. Clients found financial services overwhelming and struggled to understand how to take actionable steps toward their goals. Meanwhile, agents faced fragmented workflows, making it difficult to manage client data, track progress, and deliver timely support. This disconnect created barriers to trust, engagement, and operational efficiency, highlighting the need for a unified solution that simplifies client interactions while empowering agents with better tools.
the solution.
We designed a cohesive digital ecosystem consisting of a client-focused website and an agent-focused mobile app to address both sides of the experience. The website simplifies complex financial services through clear messaging, intuitive navigation, and trust-building visuals, guiding clients to connect with advisors confidently. The mobile app equips agents with streamlined tools to manage client relationships, track performance, and access key insights on the go. Together, these solutions create a seamless experience that improves client engagement, enhances agent productivity, and strengthens overall trust in the Legacy Wealth brand.
my research methodology.
user research | my thoughts as a researcher.
To gain a deeper understanding of how both clients and agents interact with financial services, we conducted interviews and surveys with 8 participants—4 clients and 4 agents. The goal was to identify pain points, decision-making criteria, and expectations for both the website and mobile app. For clients, we explored what builds trust, what confuses them about financial services, and how they prefer to connect with advisors. For agents, we focused on workflow challenges, productivity gaps, and mobile needs. The survey included 10 questions for each user group, focusing on clarity, trust, and efficiency. Interviews were conducted via Zoom and Google Meet to gather qualitative insights, while surveys provided quick quantitative validation.
To understand the needs of both clients and agents, we conducted stakeholder interviews, user surveys, and competitive analysis.
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For clients, research revealed that financial services felt intimidating due to complex jargon, unclear steps, and a lack of trust in digital tools. They wanted simple, transparent pathways to learn about services and connect with advisors confidently.
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For agents, we discovered inefficiencies in managing client data, tracking performance, and accessing resources on the go. They needed a streamlined, mobile-friendly tool to improve productivity and deliver better service.
We also created personas representing both user groups to guide design decisions, ensuring the website and mobile app addressed their specific pain points while aligning with business goals.
| Build trust for clients. Empower agents. Create a seamless financial experience.
The website and mobile application were designed to work together as a connected ecosystem. The website aimed to educate and build trust with clients and the mobile application focused on improving the daily workflows of agents.
user insight.
Clients want financial services to feel simple, trustworthy, and easy to navigate, while agents need efficient tools to manage client relationships and track their performance without being overwhelmed by complex systems. Both groups value clarity, time-saving solutions, and a seamless digital experience.
problem statement.
Legacy Wealth’s previous digital experience lacked clarity and efficiency for its two key audiences. Clients felt intimidated by complex financial jargon and struggled to take actionable steps toward their goals, while agents faced fragmented workflows that made managing client data and performance tracking time-consuming. This created barriers to trust, engagement, and operational efficiency.
Participants included individuals actively seeking financial planning services as well as experienced financial agents managing multiple clients.
These participants helped us understand what builds confidence for clients when engaging with financial services and what streamlines daily operations for agents, guiding our design decisions for both platforms.
my design process
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.
What does your Research and Discovery Look like?
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.
What does your Ideation & Information Architecture look like?
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.
What does your Wireframing & Prototyping look like?
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.
What does your Visual Design look like?
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.
What does your Usability Testing & Iteration look like?
the user journey. persona identification
Based on the User Research, we created a more accurate persona for our ideal user based on the current users that exist for the app and website.
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user research testimonial.
" I don't have time to be doing all the research on financially setting my self up becuase I have 2 kids and a full-time job. I would rather work with someone to help me take care of all of that so I can spend more time with the family."
client user journey.
Sarah, a busy marketing manager, realizes she needs guidance on securing her family’s financial future but feels overwhelmed by financial jargon. She discovers the Legacy Wealth website, where clear messaging and trust-building visuals make her feel more confident. She browses the services, reads testimonials, and easily books a consultation through the simple online form. After the meeting, she receives follow-up resources and continues using the website to explore financial tips and updates, ultimately feeling reassured and empowered to take the next step in her financial journey.
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user research testimonial.
" I absolutely love my job, but not gonna lie it gets hard to track the loads of information that we collect for our clients. having to swift through all of that and process everything delays the process quite a bit."
agent user journey.
David, a senior financial agent, starts his day by opening the Legacy Wealth mobile app to review new client inquiries. He sees Sarah’s consultation request from the website and quickly accesses her submitted details. Using the app’s financial analysis tools, he prepares a personalized proposal before their meeting. During the consultation, he updates her profile in real-time and sets automated reminders for follow-ups. The streamlined process saves him time, improves client communication, and allows him to manage multiple clients efficiently all within one mobile platform.
client user journey
Sarah, a busy marketing manager, realizes she needs guidance on securing her family’s financial future but feels overwhelmed by financial jargon. She discovers the Legacy Wealth website, where clear messaging and trust-building visuals make her feel more confident. She browses the services, reads testimonials, and easily books a consultation through the simple online form. After the meeting, she receives follow-up resources and continues using the website to explore financial tips and updates, ultimately feeling reassured and empowered to take the next step in her financial journey.
