Merrill Lynch Discovery Application
15785
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Merrill Lynch Discovery Application

Category
Branding, Digital, Product, Strategy, UX
About This Project
The Setup

Most financial planning starts with products. The Merrill Lynch Discovery Experience was designed to start somewhere else: helping customers discover their life priorities, and then set the right goals to achieve them.

 

What I Led

I led the design of an application that turns that discovery into a guided journey — short and approachable at the start, personal by the end.

 

What We Delivered

Users begin by answering a few short questions. From their answers, the application creates a custom path that lets users set custom goals and learn along the way. When customers reach the end of their path, they receive a scorecard that summarizes their journey and recommends optional next steps.

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