Designing the Prospecting Workflow for Mobile

From 2022 to 2026, I worked on Factset’s IPM application for prospecting new clients and monitoring existing clients.

For mobile, this meant meeting the wealth advisor’s workflow needs on the go. You can’t typically call or email a security, but calling a client or person is an everyday workflow for advisors.

Prospecting also includes connecting with new clients at conferences or networking events. This meant introducing new features on mobile that don’t appear on the desktop app.

For this project, I designed the mobile layout from concept to development while advocating for the user to bring new features to the mobile team.