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.

Recent Projects