Redesigned Halcyon’s dashboard for real-time performance insights, transforming user behavior analysis and driving revenue opportunities.


In my journey with Halcyon, I’ve aimed to redefine what it means to be financially intuitive. Picture this—a seamless, real-time experience that brings financial advisors, management, and clients onto the same page. Using our groundbreaking proprietary platform, I’ve helped transform a complicated maze into a user-friendly dashboard. This isn’t just about making work easier; it’s about foreseeing opportunities for revenue generation and acting on them.

I’ve turned advisors into financial visionaries, managers into strategic maestros, and clients into informed participants. Through real-time, predictive analytics, we’re not just providing services; we’re delivering exactly what people need at life’s crucial milestones. That’s the future of financial advisement, sophisticated yet accessible.


Principal of Design

UX Designer

UI Designer




Adobe CC




Competitive Research

Qualitative Research

User Personas

UX & Visual Design



Halcyon’s existing platform was a paradox: powerful yet user-unfriendly. While the technology could offer real-time, predictive insights to financial advisors and managers, its complex interface hindered effective use. Essentially, we had robust capabilities hampered by a clunky user experience.


My solution was to revamp the platform into an intuitive, user-friendly dashboard. We distilled complex real-time data into easily digestible visuals, enabling managers to monitor performance and advisors to identify revenue opportunities more efficiently. It wasn’t just a makeover; it was a game-changer in usability and efficiency.


Market Research: Qualitative

To grasp the current user experience across admins, managers, and financial advisors, we kicked off with targeted surveys and interviews. This initial research aimed to illuminate not just how the existing platform was being used, but also where the friction points lay for each user type.


In line with our qualitative inquiry, we reached out to 8 admins, 6 managers, and 12 financial advisors to gauge their level of satisfaction and identify pain points within the existing system. The feedback was unanimous: profound frustration over the platform’s current inefficiencies.
Specifically, managers lamented the lack of access to real-time data, while financial advisors felt hamstrung by delays in actionable insights, subsequently missing out on revenue opportunities.


Of the 26 individuals initially surveyed, we conducted in-depth interviews with 4 admins, 4 managers, and 6 financial advisors. This allowed us to delve deeper into their platform usage and pinpoint their specific challenges more accurately.


Data synthesis revealed these prevalent challenges:

  • Difficulty in interpreting the displayed data
  • Inconsistent functionality across the platform
  • Managers struggling to promptly address concerns with financial advisors
  • Financial advisors unable to effectively utilize provided insights
  • Inadequate search and filtering features
    Note: The points listed are direct feedback culled from user interviews.

Empathy Map

We categorized users’ pain points gathered from interviews based on:

  • Thoughts and feelings
  • Visual observations
  • Verbal expressions
  • Actions taken.

This method streamlined the identification of each issue by its unique attributes.

User Personas

From the interviews and user research, I developed user personas that encapsulate a range of details like age, occupation, and interests.

These personas also highlight the features and tools most sought-after by users, as well as their objectives and challenges.


In the initial phase of product design, low-fidelity sketches serve as a rapid ideation technique.

The primary aim here is to map out the functional logic of the product, setting aside aesthetic considerations like color, imagery, and illustrations.

High fidelity wireframes

Following the refinement of sketches, we transition to creating annotated wireframes. These high-fidelity, black-and-white digital renderings offer greater detail.

At this stage, we focus on fine-tuning the product’s operational methodology and blueprint.

User Interface Design: Desktop

User Interface (UI) Design is the art of shaping a product’s visual language to effectively communicate with its users.