Merrill Guided Investing

Introducing a modern way to invest for a venerable institution

Design and Strategy Leadership

Merrill Guided Investing is a goal-based investment product offering from Merrill Lynch which combines the best features of robo-advisors with the confidence of professional human management. Our team at Digitas (GroupeConnect) was instrumental in envisioning the client experience, getting board approval and launching the MVP product in 2018. After launch, we continued to work with their development team in an agile process to roll out new product offerings, features and goals.

As the director of experience strategy, I was responsible for managing the strategic design process by developing short, medium, and long-term strategies for continuing to drive the experience forward. I provided strategic guidance and leadership on customer experience and product design and supervised the UX team in their support of the agile development process and their exploration of future state designs.