Client: eMoney Advisor Product Team Leadership
Client Profile: Financial planning software company serving 45,000 financial professionals.
Research Methods: Surveys, interviews, and industry research
Timeline: Six months
Project Goals: Develop UX personas to help the product team to empathize and better understand users.
Working with a team of two other researchers we built interview guides, online Qualtrics surveys, recruited participants, analyzed data and developed nine personas for key user segments.
Artifacts: