Overview

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. The online tool functions like a robo-advisor but with a team of Merrill investment professionals behind the scenes constantly managing and re-balancing investment portfolios.

Our team at Digitas (GroupeConnect) was instrumental in envisioning the client experience and launching the MVP product in 2018. We continued to work with their development team in an agile process to roll out new product offerings, features and goals.

My Roll

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 supervised the UX team in their support of the agile development process and their exploration of future state designs and consulted on user experience best practices.