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Synergy Web Dashboard

Synergy provides financial advisors with an essential proprietary tool to determine their clients’ required rate of return.

Primary Goals

  • Identify core value proposition.
  • Specify smallest necessary dashboard feature set.

Metrics

  • User satisfaction and the likelihood of recommendation.
  • Task success rates, failure rates, and time spent.

Techniques

Lean UX, low and high-fidelity prototyping.

Roles

UX strategist, UX designer, UI designer, and visual designer.