As the lead product designer on the AdvicePay project, one of my tasks was to rethink the process of how an advisor's client makes a payment. The existing process was complicated and not mobile friendly even though mobile traffic made up 73% of client visits - we knew this would be a huge win not only for the advisors, but for the clients and AdvicePay.
Over a several weeks, I led workshops and collaborated with the broader team to help shape and focus the payment process from a visual and UX perspective.
Product UI & UX
A visual representation of the user flow was created to show stakeholders the new payment process. This helped align everyone to what we were trying to achieve with this feature enhancement