Henry
Henry
Henry
HENRY is a search tool that helps wealth managers and financial institutions narrow down target client lists. The product had to serve two needs: (1) help wealth managers curate target lists based on specific wealth signals and (2) help wealth managers launch and manage campaigns towards targeted clients. For four months, I led the design of the entire product, with a focus on the search filtering functionality.
Dec 2, 2024
CLIENT
EXL Service
CLIENT
EXL Service
CLIENT
EXL Service
Role
UX/UI Designer
Role
UX/UI Designer
Role
UX/UI Designer
Team
Product Manager, Sr Engineer, Marketing Manager
Team
Product Manager, Sr Engineer, Marketing Manager
Team
Product Manager, Sr Engineer, Marketing Manager
Problem
Problem
Problem
HENRY garnered significant traction as a business idea, but it lacked in usability. The two main issues I identified through user testing and interviews were:
Complexity: Users were unable to easily complete core tasks and found the layout overwhelming.
Feasibility: The single-page search model created technical lag when querying large datasets.
HENRY garnered significant traction as a business idea, but it lacked in usability. The two main issues I identified through user testing and interviews were:
Complexity: Users were unable to easily complete core tasks and found the layout overwhelming.
Feasibility: The single-page search model created technical lag when querying large datasets.
HENRY garnered significant traction as a business idea, but it lacked in usability. The two main issues I identified through user testing and interviews were:
Complexity: Users were unable to easily complete core tasks and found the layout overwhelming.
Feasibility: The single-page search model created technical lag when querying large datasets.
Design Thinking
Design Thinking
Design Thinking
I emoloyed an iterative design strategy informed by three core questions: How can we simplify? How do we encourage deeper engagement? How do we build for future scalability?
I emoloyed an iterative design strategy informed by three core questions: How can we simplify? How do we encourage deeper engagement? How do we build for future scalability?
I emoloyed an iterative design strategy informed by three core questions: How can we simplify? How do we encourage deeper engagement? How do we build for future scalability?
Solution
Solution
Solution
Refined Scope: I trimmed unnecessary user stories and distracting features (like confusing graphical information) that provided little immediate value, focusing only on core functionality.
Refined Scope: I trimmed unnecessary user stories and distracting features (like confusing graphical information) that provided little immediate value, focusing only on core functionality.
Refined Scope: I trimmed unnecessary user stories and distracting features (like confusing graphical information) that provided little immediate value, focusing only on core functionality.
Pivoted to Segmentation: To address both the user confusion and the technical lag of a single-page search, I redesigned the Target List Creation journey into a segmented, multi-step process. This approach focused the user on one task at a time, reinforced the linear journey, and improved technical feasibility by allowing asynchronous loading between steps.
Wireframe B above reflects the iterated layout design. The image below shows the iteration process of step 3 in the Target List Creation flow, in which the user selects the wealth signals and criteria they want to search for.
Added Clarity: I incorporated stakeholder-requested features, such as the ability to select a client persona, to immediately help users narrow their scope and feel more guided.
Layout Testing: For the Campaign Creation flow, I moved away from a simple two-step wizard to a layout (Wireframe C in clip below) that allowed users to clearly visualize the impact of their choices and finalize campaign details on one screen, simplifying the process.
Pivoted to Segmentation: To address both the user confusion and the technical lag of a single-page search, I redesigned the Target List Creation journey into a segmented, multi-step process. This approach focused the user on one task at a time, reinforced the linear journey, and improved technical feasibility by allowing asynchronous loading between steps.
Wireframe B above reflects the iterated layout design. The image below shows the iteration process of step 3 in the Target List Creation flow, in which the user selects the wealth signals and criteria they want to search for.
Added Clarity: I incorporated stakeholder-requested features, such as the ability to select a client persona, to immediately help users narrow their scope and feel more guided.
Layout Testing: For the Campaign Creation flow, I moved away from a simple two-step wizard to a layout (Wireframe C in clip below) that allowed users to clearly visualize the impact of their choices and finalize campaign details on one screen, simplifying the process.
Pivoted to Segmentation: To address both the user confusion and the technical lag of a single-page search, I redesigned the Target List Creation journey into a segmented, multi-step process. This approach focused the user on one task at a time, reinforced the linear journey, and improved technical feasibility by allowing asynchronous loading between steps.
Wireframe B above reflects the iterated layout design. The image below shows the iteration process of step 3 in the Target List Creation flow, in which the user selects the wealth signals and criteria they want to search for.
Added Clarity: I incorporated stakeholder-requested features, such as the ability to select a client persona, to immediately help users narrow their scope and feel more guided.
Layout Testing: For the Campaign Creation flow, I moved away from a simple two-step wizard to a layout (Wireframe C in clip below) that allowed users to clearly visualize the impact of their choices and finalize campaign details on one screen, simplifying the process.
Impact
The second design iteration of HENRY resulted in significantly improved usability during testing.
Users were easily able to navigate the end-to-end journeys and successfully accomplish their target tasks.
The simplified, segmented approach resolved critical usability issues while simultaneously enhancing technical feasibility and leaving ample room for future product scalability (including anticipated GenAI integration).
The second design iteration of HENRY resulted in significantly improved usability during testing.
Users were easily able to navigate the end-to-end journeys and successfully accomplish their target tasks.
The simplified, segmented approach resolved critical usability issues while simultaneously enhancing technical feasibility and leaving ample room for future product scalability (including anticipated GenAI integration).
The second design iteration of HENRY resulted in significantly improved usability during testing.
Users were easily able to navigate the end-to-end journeys and successfully accomplish their target tasks.
The simplified, segmented approach resolved critical usability issues while simultaneously enhancing technical feasibility and leaving ample room for future product scalability (including anticipated GenAI integration).
What did I learn?
What did I learn?
Working on HENRY taught me that less is more. Simplifying complex solutions and using clear language and hierarchical button structures proved to be the most effective strategy for guiding users through a powerful, yet potentially confusing, enterprise tool.
Working on HENRY taught me that less is more. Simplifying complex solutions and using clear language and hierarchical button structures proved to be the most effective strategy for guiding users through a powerful, yet potentially confusing, enterprise tool.
Working on HENRY taught me that less is more. Simplifying complex solutions and using clear language and hierarchical button structures proved to be the most effective strategy for guiding users through a powerful, yet potentially confusing, enterprise tool.
