Reducing transfer failures by 50%
role
Senior Product Designer
TIMELINE
May 2024 to Aug 2024
Making transfers more reliable
Context
Transferring money was one of the biggest pain points for advisors at Altruist, with nearly 1 in 15 transfers failing. Financial advisors often had to chase clients for approvals just to move money, all while having very little visibility into what was happening. It created unnecessary work, tax risk, and a frustrating experience for everyone involved.
my contribution
I led the end-to-end redesign of the account transfer experience over three months. I owned everything from user research, interaction design, and prototyping, partnering closely with product and engineering throughout the process. Our goal was to give advisors the tools and visibility they needed to better serve their clients.
Helping advisors stay on top of retirement activity
Advisors had zero visibility into retirement contributions and distributions, making tax season and client conversations more stressful than they needed to be. We designed a solution that made retirement activity easy to manage, helping advisors stay proactive.
Reducing transfer failures
Too many account transfers were failing. We redesigned the transfer flow to support both full and partial transfers, highlight the most commonly used institutions, and added a status tracker so advisors could easily follow each transfer from start to finish.
Moving money without the back-and-forth
Advisors had to chase clients for approval every time they wanted to move money, slowing down routine transfers. We introduced a one-time authorization that supported recurring transfers and reduced manual effort for both advisors and their clients.
$
b+
assets transferred
%
less rejections
m+
transfers processed
%
less support tickets
Special thanks
Though I focused on my role, this project wouldn't have been possible without an amazing team behind it. Special thanks to my design, product, and engineering partners: Julia Kim, Rob Manukyan, Ellie Kibbe, Rachel Brown, Igor Tseluiko, Dmytro Lytvynenko, and Seaver Lam.
Reducing transfer failures by 50%
role
Senior Product Designer
TIMELINE
May 2024 to Aug 2024
Making transfers more reliable
Context
Transferring money was one of the biggest pain points for advisors at Altruist, with nearly 1 in 15 transfers failing. Financial advisors often had to chase clients for approvals just to move money, all while having very little visibility into what was happening. It created unnecessary work, tax risk, and a frustrating experience for everyone involved.
my contribution
I led the end-to-end redesign of the account transfer experience over three months. I owned everything from user research, interaction design, and prototyping, partnering closely with product and engineering throughout the process. Our goal was to give advisors the tools and visibility they needed to better serve their clients.
Helping advisors stay on top of retirement activity
Advisors had zero visibility into retirement contributions and distributions, making tax season and client conversations more stressful than they needed to be. We designed a solution that made retirement activity easy to manage, helping advisors stay proactive.
Reducing transfer failures
Too many account transfers were failing. We redesigned the transfer flow to support both full and partial transfers, highlight the most commonly used institutions, and added a status tracker so advisors could easily follow each transfer from start to finish.
Moving money without the back-and-forth
Advisors had to chase clients for approval every time they wanted to move money, slowing down routine transfers. We introduced a one-time authorization that supported recurring transfers and reduced manual effort for both advisors and their clients.
$
b+
assets transferred
%
less rejections
m+
transfers processed
%
less support tickets
Special thanks
Though I focused on my role, this project wouldn't have been possible without an amazing team behind it. Special thanks to my design, product, and engineering partners: Julia Kim, Rob Manukyan, Ellie Kibbe, Rachel Brown, Igor Tseluiko, Dmytro Lytvynenko, and Seaver Lam.
Reducing transfer failures by 50%
role
Senior Product Designer
TIMELINE
May 2024 to Aug 2024
Making transfers more reliable
Context
Transferring money was one of the biggest pain points for advisors at Altruist, with nearly 1 in 15 transfers failing. Financial advisors often had to chase clients for approvals just to move money, all while having very little visibility into what was happening. It created unnecessary work, tax risk, and a frustrating experience for everyone involved.
my contribution
I led the end-to-end redesign of the account transfer experience over three months. I owned everything from user research, interaction design, and prototyping, partnering closely with product and engineering throughout the process. Our goal was to give advisors the tools and visibility they needed to better serve their clients.
Helping advisors stay on top of retirement activity
Advisors had zero visibility into retirement contributions and distributions, making tax season and client conversations more stressful than they needed to be. We designed a solution that made retirement activity easy to manage, helping advisors stay proactive.
Reducing transfer failures
Too many account transfers were failing. We redesigned the transfer flow to support both full and partial transfers, highlight the most commonly used institutions, and added a status tracker so advisors could easily follow each transfer from start to finish.
Moving money without the back-and-forth
Advisors had to chase clients for approval every time they wanted to move money, slowing down routine transfers. We introduced a one-time authorization that supported recurring transfers and reduced manual effort for both advisors and their clients.
$
b+
assets transferred
%
less rejections
m+
transfers processed
%
less support tickets
Special thanks
Though I focused on my role, this project wouldn't have been possible without an amazing team behind it. Special thanks to my design, product, and engineering partners: Julia Kim, Rob Manukyan, Ellie Kibbe, Rachel Brown, Igor Tseluiko, Dmytro Lytvynenko, and Seaver Lam.
Reducing transfer failures by 50%
role
Senior Product Designer
TIMELINE
May 2024 to Aug 2024
Making transfers more reliable
Context
Transferring money was one of the biggest pain points for advisors at Altruist, with nearly 1 in 15 transfers failing. Financial advisors often had to chase clients for approvals just to move money, all while having very little visibility into what was happening. It created unnecessary work, tax risk, and a frustrating experience for everyone involved.
my contribution
I led the end-to-end redesign of the account transfer experience over three months. I owned everything from user research, interaction design, and prototyping, partnering closely with product and engineering throughout the process. Our goal was to give advisors the tools and visibility they needed to better serve their clients.
Helping advisors stay on top of retirement activity
Advisors had zero visibility into retirement contributions and distributions, making tax season and client conversations more stressful than they needed to be. We designed a solution that made retirement activity easy to manage, helping advisors stay proactive.
Reducing transfer failures
Too many account transfers were failing. We redesigned the transfer flow to support both full and partial transfers, highlight the most commonly used institutions, and added a status tracker so advisors could easily follow each transfer from start to finish.
Moving money without the back-and-forth
Advisors had to chase clients for approval every time they wanted to move money, slowing down routine transfers. We introduced a one-time authorization that supported recurring transfers and reduced manual effort for both advisors and their clients.
$
b+
assets transferred
%
less rejections
m+
transfers processed
%
less support tickets
Special thanks
Though I focused on my role, this project wouldn't have been possible without an amazing team behind it. Special thanks to my design, product, and engineering partners: Julia Kim, Rob Manukyan, Ellie Kibbe, Rachel Brown, Igor Tseluiko, Dmytro Lytvynenko, and Seaver Lam.