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 quickly.
Method
My Role
- End-to-end UX & UI Design
- Product Strategy
- Mobile Design
- Client Liaison
I Collaborated With
- Financial Experts
- Client Advisors and Product Owners
- Engineers
- Internal Tech Partners
Problems & Constraints
- This experience is our company’s very first mid-market wealth advisory product and the client knows it and so they have a lot of sway over the design process.
- This being our first product in this space means that we were inventing the product as we created it. The cascade of a bad decision could be vast.
-
- All of the design and development processes needed to be created for this team. When something falls through the cracks there is no net.
Outcomes
$1.5 Million
Annual Recurring Revenue
As of Sep 2026
First Ever
Mid-market Wealth Client
For Communify
$10 Billion
Assets Under Management
Now Managed Digitally
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
Bringing a data-intensive financial platform to mobile without compromise is a genuine design challenge. We organized and prioritized information across mobile breakpoints to ensure clients get the full depth of their investment data, clearly laid out and easy to navigate, wherever they are.
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 Seven Post.
A composite persona of Lena Moreau was created from survey data that SevenPost had given to their clients. We did not have direct access to SevenPost's clientele. This is fairly standard in the financial space, as banks, brokerages, and wealth managers are very particular about the privacy of their clients.
We also created a persona for SevenPost advisor Richard Jeffs to help inform the design of an advisor-facing flow, complementing the client-facing experience built around Lena.
A journey map of Lena’s current experience getting her financial information (without a digital access) was created to guide design on creation to treat the primary pain points of the SevenPost client.
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 deliver a fully functioning desktop and mobile experience we spent months in designs and feedback sessions with the client and development teams. As a result we launched Seven Post’s client 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-market 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-market 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 assemble a product foundation and maintain consistency. As a result of this project we have a robust Mid-market 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 extensive live working sessions in Figma cemented bonds between our team.
In The End
This project was foundational to the business health of Communify. By delivering a fully functioning desktop and mobile experience in under 9 months, through rapid iteration, close client collaboration, and a newly formed team, we proved Communify's ability to execute at pace in a competitive new market. As a beachhead product into the Mid-market advisory space, the Seven Post experience was subsequently productized and extended to advisory clients across the board, establishing Communify with a robust, scalable foundation for future engagements.
More work
See All
Client-Relationship Advisor Portal
Led design of the advisor workspace for managing client relationships on Communify’s advisory platform.Title, Medium, Year
Communify
AI Note Taking For Financial Advisors
Designed an AI assistant that records and transcribes meetings in real time and turns them into approved action items and CRM updates.
Communify
Jeremy Hamann
Client Portal for Mid-market 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 quickly.
Method
My Role
- End-to-end UX & UI Design
- Product Strategy
- Mobile Design
- Client Liaison
I Collaborated With
- Financial Experts
- Client Advisors and Product Owners
- Engineers
- Internal Tech Partners
Problems & Constraints
- This experience is our company’s very first mid-market wealth advisory product and the client knows it and so they have a lot of sway over the design process.
- This being our first product in this space means that we were inventing the product as we created it. The cascade of a bad decision could be vast.
-
- All of the design and development processes needed to be created for this team. When something falls through the cracks there is no net.
Outcomes
$1.5 Million
Annual Recurring Revenue
As of Sep 2026
First Ever
Mid-market Wealth Client
For Communify
$10 Billion
Assets Under Management
Now Managed Digitally
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
Bringing a data-intensive financial platform to mobile without compromise is a genuine design challenge. We organized and prioritized information across mobile breakpoints to ensure clients get the full depth of their investment data, clearly laid out and easy to navigate, wherever they are.
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 Seven Post.
A composite persona of Lena Moreau was created from survey data that SevenPost had given to their clients. We did not have direct access to SevenPost's clientele. This is fairly standard in the financial space, as banks, brokerages, and wealth managers are very particular about the privacy of their clients.
We also created a persona for SevenPost advisor Richard Jeffs to help inform the design of an advisor-facing flow, complementing the client-facing experience built around Lena.
A journey map of Lena’s current experience getting her financial information (without a digital access) was created to guide design on creation to treat the primary pain points of the SevenPost client.
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 deliver a fully functioning desktop and mobile experience we spent months in designs and feedback sessions with the client and development teams. As a result we launched Seven Post’s client 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-market 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-market 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 assemble a product foundation and maintain consistency. As a result of this project we have a robust Mid-market 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 extensive live working sessions in Figma cemented bonds between our team.
In The End
This project was foundational to the business health of Communify. By delivering a fully functioning desktop and mobile experience in under 9 months, through rapid iteration, close client collaboration, and a newly formed team, we proved Communify's ability to execute at pace in a competitive new market. As a beachhead product into the Mid-market advisory space, the Seven Post experience was subsequently productized and extended to advisory clients across the board, establishing Communify with a robust, scalable foundation for future engagements.
More work
See All
Client-Relationship Advisor Portal
Led design of the advisor workspace for managing client relationships on Communify’s advisory platform.Title, Medium, Year
Communify
AI Note Taking For Financial Advisors
Designed an AI assistant that records and transcribes meetings in real time and turns them into approved action items and CRM updates.
Communify
Jeremy Hamann
Client Portal for Mid-market 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 quickly.
Method
My Role
- End-to-end UX & UI Design
- Product Strategy
- Mobile Design
- Client Liaison
I Collaborated With
- Financial Experts
- Client Advisors and Product Owners
- Engineers
- Internal Tech Partners
Problems & Constraints
- This experience is our company’s very first mid-market wealth advisory product and the client knows it and so they have a lot of sway over the design process.
- This being our first product in this space means that we were inventing the product as we created it. The cascade of a bad decision could be vast.
-
- All of the design and development processes needed to be created for this team. When something falls through the cracks there is no net.
Outcomes
$1.5 Million
Annual Recurring Revenue
As of Sep 2026
First Ever
Mid-market Wealth Client
For Communify
$10 Billion
Assets Under Management
Now Managed Digitally
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
Bringing a data-intensive financial platform to mobile without compromise is a genuine design challenge. We organized and prioritized information across mobile breakpoints to ensure clients get the full depth of their investment data, clearly laid out and easy to navigate, wherever they are.
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 Seven Post.
A composite persona of Lena Moreau was created from survey data that SevenPost had given to their clients. We did not have direct access to SevenPost's clientele. This is fairly standard in the financial space, as banks, brokerages, and wealth managers are very particular about the privacy of their clients.
We also created a persona for SevenPost advisor Richard Jeffs to help inform the design of an advisor-facing flow, complementing the client-facing experience built around Lena.
A journey map of Lena’s current experience getting her financial information (without a digital access) was created to guide design on creation to treat the primary pain points of the SevenPost client.
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 deliver a fully functioning desktop and mobile experience we spent 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-market 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-market 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 assemble a product foundation and maintain consistency. As a result of this project we have a robust Mid-market 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 extensive live working sessions in Figma cemented bonds between our team.
In The End
This project was foundational to the business health of Communify. By delivering a fully functioning desktop and mobile experience in under 9 months, through rapid iteration, close client collaboration, and a newly formed team, we proved Communify's ability to execute at pace in a competitive new market. As a beachhead product into the Mid-market advisory space, the Seven Post experience was subsequently productized and extended to advisory clients across the board, establishing Communify with a robust, scalable foundation for future engagements.
More work
See All
Client-Relationship Advisor Portal
Led design of the advisor workspace for managing client relationships on Communify’s advisory platform.Title, Medium, Year
Communify
AI Note Taking For Financial Advisors
Designed an AI assistant that records and transcribes meetings in real time and turns them into approved action items and CRM updates.
Communify