Selected Case Studies
Rethinking Workflows for Financial Advisor: Wells Fargo's Journey of Transformation
Wells Fargo's Wealth Management Platform serves the unique needs of financial advisors. We needed to reimagine their workflow with efficient tools that simplify client engagement management and streamline report creation.
Modernizing the residential propane experience
Unclear branding, inefficient quote flow and inconsistent UX were undermining lead quality and user trust. We redesigned the brand and user journey to cut acquisition costs, boost engagement, and increase qualified leads through user-centered design.
