Enterprise Design

Edward Jones

Edward Jones is a leading financial services firm headquartered in St. Louis, Missouri, with a strong focus on providing personalized investment advice and financial planning services to individual investors and small business owners.
I had the opportunity to play a vital role in making a meaningful impact by shaping the digital experiences that empower our clients to make informed financial decisions.

Overview

As a UI/UX Designer at Edward Jones from August 2022 to February 2024, I had the opportunity to make a meaningful impact by shaping the digital experiences that empower our clients to make informed financial decisions. I worked on a comprehensive redesign initiative to improve the digital experience for financial advisors and branch office administrators across the US and Canada. This case study highlights my contributions to the project and the impact of my design solutions.

Roles & Responsibilities

User interface Design
User Research
Wireframe & Prototype
Design System
Brand Identity

Tools & Softwares

Problem Objectives

Edward Jones faced several challenges in optimizing the digital experience for financial advisors and branch office administrators. The existing financial goals summary reports and marketing deliverables lacked clarity and effectiveness, while the CRM platform, including Salesforce and Money Guide, required enhancements to streamline workflows and improve usability

Design Approach

Edward Jones has a reputation for stability, integrity, and community involvement, making it a trusted partner for individuals seeking to build and preserve wealth over the long term.