FP Alpha
Lead Designer and UX/UI Design
New York - Mexico City
(5 years) 2018 - 2023
The lead designer of the web app from its conception up to today.
Note: Due to privacy and confidential agreements I can only show final product images already published by the company and the process I followed.
Early design process propose steps to create an MVP .
The challenge
Lead de design team and create a product to disrupt the financial advisor industry by implementing AI and creating a user-centered design.
Observation
Through stakeholder and expert interviews we determine the missing opportunities in the industry, finding that never has been done what we intended to create and was highly wanted.
Definition
By creating personas and journey mapping we define based on business goals what would be the limits to be tested.
Prototypes were prepared to test our solution to the problems found in the research.
Evaluation
Following with stakeholders and experts that showed high interest we conduct several usability testing founding validation to our problems and gaps found in the research
MVP
With the validation, the MVP was developed and the site was launched.
FP Alpha
The first AI-driven comprehensive financial planning solution that enables advisors to provide actionable and personalized recommendations to clients across over 15 financial planning disciplines, is complementary to their current retirement planning software, starting where it stops.
The software enables financial advisors to save time in the planning process through document automation, showcase their value beyond investments, and create customized deliverables for their entire client base.
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"FP Alpha is an amazing value and the future of planning"
Continuos design process to improve the platform.