AdviserMatch.com is a free online matching service that connects users with financial advisors. My primary focus has been on designing and building the design system and optimizing the user experience to improve conversion rates. In June, it helped PCM Encore surpass $1.2 billion in assets under management (AUM), and the number continues growing.
Timeline
03/2025 - Present
My Role
Lead Designer
​
​
Contributions
-
Design System & reusable components.
-
Finance Educational Materials.
-
Facebook Ads
-
Delivered end-to-end UX solutions
Landing Page Before vs After
Before
After
Other Pages
Investing Service Page
Estate Planning
Tax Service Page
Retirement Planning
Design Process
1
Exploration
This phase focused on understanding AdviserMatch’s value, target audience, and competition.
2
Branding
Redesign and establish a cohesive brand identity, build scalable design components, and deliver low/high-fidelity prototypes.
3
A/B Testing
Validate design decisions through A/B testing to optimize performance and user engagement.
4
Improvements
Review user feedback and performance data to iterate and drive continuous improvement.
