Topic: Understanding the User Journey
Date: April 25, 2018
Location: Remote interactive presentation to CFRA Research offices, New York, NY, USA
HumanLogic Principal Karen Donoghue delivered a custom 60-minute interactive presentation to CFRA Research’s Product Management and Engineering teams to inform software platform planning. Karen’s presentation covered user experience strategy for designing for wealth management professional end-users, online customer touchpoints, personas, user journey maps, and an interactive Agile design exercise to inform and guide product roadmap planning.