MassMutual: Fact Finder Advisor Survey
Project Timeline: 2018
Team: 1 Lead UX Designer, 1 Senior UX Designer, 1 Senior Visual Designer
My Contributions: Competitive analysis, advisor workshop, visual direction, final design
Problem to Solve:
Advisors (specifically new advisors years 1-4) needed a digital way to formally retrieve information from new prospects before having a first meeting. Advisors wanted this experience to feel fun and look playful for new prospects.
