Goldman Sachs

I integrated with Goldman's product design team to help create a new client onboarding Welcome Experience for their Wealth Management Professionals. The software the WMPs were using was over 20 years old and was laden with decades of legacy bulk and outdated features – they used less than half of the features and content. Our team conducted interviews, observations and watched demos of the WMPs' incredibly intricate day-to-day work process. We created journey maps of the current state, and lists of requirements to help us sift what was essential to their work from what was accumulated static (so, so much static). From there we produced a series of 'How Might We' questions to begin the formulation of recommendations which were represented through hundreds of ever more refined wireframes; from hand drawings to wireframes using realistic data presented as a clickable prototype. These wireframes were tested with real users at each step, helping our team to discover more and refine further each time. The result was a fully functioning prototype that drastically reduced the cognitive load and time requirement needed to onboard new clients.