Lead Product Design
Goals
Build a platform that extends the mid-market advisor’s knowledge base, that clients trust and continue using as their needs change.
Create a straightforward digital experience on desktop and mobile that helps both clients and advisors get what they need.
Use current technology to make the experience smooth for users and to help us deliver updates quickl
Key Features
Create a personalized, modern experience that encourages clients to engage. The new client portal is designed to fit seamlessly with how Seven Post and its advisors work.
35,000ft View
Dashboard
A central screen tailored to each client supports collaboration between client and advisor. Clients can find answers to key questions and view investment data that matters to them.
Focus mode
Portfolios Summary
A focused view of investment portfolio data that helps clients and advisors explore deeper insights and analysis.
How am i doing?
Positions
Clients can review all details about their investments and better understand their investment objectives.
knowledge is power
Industry-Leading Research
Clients can access Seven Post's best-in-class research to expand their knowledge and stay informed.
handheld finance
Data Rich Mobile Experience
Clients can review all details about their investments and better understand their investment objectives.
Design Process
The design process begins with a deep understanding of user and client needs and context, followed by the establishment of clear, focused objectives. A diverse range of creative solutions is then explored and refined through iterative feedback. This approach ensures the delivery of meaningful, user-centered experiences that create real impact.
01
Discover
Analyzed the existing internal advisory product to find gaps/opportunities to be able to bring to SevenPost.
02
Define
We completed what we call internally a Solution Design Study which helps define the client’s needs and internal capabilities.
03
Design & Deliver
Here is text about the thing and the other things and the other things here.
Challenges
Every challenge was an opportunity to scale — here's how I approached it.
beachhead designing
This project was the first for our company in the mid-markets advisory arena. Thus the client had leverage to create ever expanding scope.
Solved Via
aggressive & Consistent iteration
We maintained a steady iteration schedule to keep up with client needs producing dozens of sets of iterations. We went above and beyond to meet client needs.
REtroactive productization
Without previous mid-markets advisory experience as a beachhead project we had limited productization to draw from.
Solved Via
use of existing design library
We leveraged our extensive design library of markets apps to Frankenstein product in order accelerate the design process and maintain consistency. As a result of this project we have a robust mid-markets advisory product library
brand new internal team
This team had never worked together prior to this client engagement.
Solved Via
Co-working sessions
Consistent internal touch points and use of copious live working sessions in Figma cemented bonds between our team.
Outcomes
This project was foundational to the business health of Communify. As a beachhead product into the mid-markets advisory space, Communify leveraged the productized version of this SevenPost experience out to any and all advisory clients who need a cutting edge digital experience.
Jeremy Hamann
Client Portal for Mid-Markets Financial Advisory
Lead Product Design
Fintech
June 2025 - February 2026
Goals
Build a platform that extends the mid-market advisor’s knowledge base, that clients trust and continue using as their needs change.
Create a straightforward digital experience on desktop and mobile that helps both clients and advisors get what they need.
Use current technology to make the experience smooth for users and to help us deliver updates quickl
Key Features
Create a personalized, modern experience that encourages clients to engage. The new client portal is designed to fit seamlessly with how Seven Post and its advisors work.
35,000ft View
Dashboard
A central location tailored to each client supports collaboration between client and advisor. Clients can find answers to key questions and view investment data that matters to them.
Focus mode
Portfolios Summary
A focused view of investment portfolio data that helps clients and advisors explore deeper insights and analysis.
How am i doing?
Positions
Clients can review all details about their investments and better understand their investment objectives.
knowledge is power
Industry-Leading Research
Clients can access Seven Post's best-in-class research to expand their knowledge and stay informed.
handheld finance
Data Rich Mobile Experience
Clients can review all details about their investments and better understand their investment objectives.
Design Process
The design process begins with a deep understanding of user and client needs and context, followed by the establishment of clear, focused objectives. A diverse range of creative solutions is then explored and refined through iterative feedback. This approach ensures the delivery of meaningful, user-centered experiences that create real impact.
01
Discover
Analyzed the existing internal advisory product to find gaps/opportunities to be able to bring to SevenPost.
02
Define
We completed what we call internally a Solution Design Study which helps define the client’s needs and internal capabilities.
03
Design & Deliver
In order to delivery a fully functioning desktop and mobile experience we spect months in designs and feedback sessions with the client and development teams. As a result we launched Seven Post’s client expeirence product in less than 9 months
Challenges
Every challenge was an opportunity to scale — here's how I approached it.
beachhead designing
This project was the first for our company in the mid-markets advisory arena. Thus the client had leverage to create ever expanding scope.
Solved Via
aggressive & Consistent iteration
We maintained a steady iteration schedule to keep up with client needs producing dozens of sets of iterations. We went above and beyond to meet client needs.
REtroactive productization
Without previous mid-markets advisory experience as a beachhead project we had limited productization to draw from.
Solved Via
use of existing design library
We leveraged our extensive design library of markets apps to Frankenstein product in order accelerate the design process and maintain consistency. As a result of this project we have a robust mid-markets advisory product library
brand new internal team
This team had never worked together prior to this client engagement.
Solved Via
Co-working sessions
Consistent internal touch points and use of copious live working sessions in Figma cemented bonds between our team.
Outcomes
This project was foundational to the business health of Communify. As a beachhead product into the mid-markets advisory space, Communify leveraged the productized version of this SevenPost experience out to any and all advisory clients who need a cutting edge digital experience.
Jeremy Hamann
Client Portal for Mid-Markets Financial Advisory
Lead Product Design
Fintech
June 2025 - February 2026
Goals
Build a platform that extends the mid-market advisor’s knowledge base, that clients trust and continue using as their needs change.
Create a straightforward digital experience on desktop and mobile that helps both clients and advisors get what they need.
Use current technology to make the experience smooth for users and to help us deliver updates quickl
Key Features
Create a personalized, modern experience that encourages clients to engage. The new client portal is designed to fit seamlessly with how Seven Post and its advisors work.
35,000ft View
Dashboard
A central location tailored to each client supports collaboration between client and advisor. Clients can find answers to key questions and view investment data that matters to them.
Focus mode
Portfolios Summary
A focused view of investment portfolio data that helps clients and advisors explore deeper insights and analysis.
How am i doing?
Positions
Clients can review all details about their investments and better understand their investment objectives.
knowledge is power
Industry-Leading Research
Clients can access Seven Post's best-in-class research to expand their knowledge and stay informed.
handheld finance
Data Rich Mobile Experience
Clients can review all details about their investments and better understand their investment objectives.
Design Process
The design process begins with a deep understanding of user and client needs and context, followed by the establishment of clear, focused objectives. A diverse range of creative solutions is then explored and refined through iterative feedback. This approach ensures the delivery of meaningful, user-centered experiences that create real impact.
01
Discover
Analyzed the existing internal advisory product to find gaps/opportunities to be able to bring to SevenPost.
02
Define
We completed what we call internally a Solution Design Study which helps define the client’s needs and internal capabilities.
03
Design & Deliver
In order to delivery a fully functioning desktop and mobile experience we spect months in designs and feedback sessions with the client and development teams. We created a comprehensive product library to iterate rapidly. As a result of planning, organization, fully fleshed out annotations and nimble iteration we launched Seven Post’s client wealth experience product in less than 9 months.
Challenges
Every challenge was an opportunity to scale — here's how I approached it.
beachhead designing
This project was the first for our company in the mid-markets advisory arena. Thus the client had leverage to create ever expanding scope.
Solved Via
aggressive & Consistent iteration
We maintained a steady iteration schedule to keep up with client needs producing dozens of sets of iterations. We went above and beyond to meet client needs.
Retroactive productization
Without previous mid-markets advisory experience as a beachhead project we had limited productization to draw from.
Solved Via
use of existing design library
We leveraged our extensive design library of markets apps to Frankenstein product in order accelerate the design process and maintain consistency. As a result of this project we have a robust mid-markets advisory product library
brand new internal team
This team had never worked together prior to this client engagement.
Solved Via
Co-working sessions
Consistent internal touch points and use of copious live working sessions in Figma cemented bonds between our team.
Outcomes
This project was foundational to the business health of Communify. As a beachhead product into the mid-markets advisory space, Communify leveraged the productized version of this SevenPost experience out to any and all advisory clients who need a cutting edge digital experience.