Traditionally, access to a certified financial advisor had been restricted to scheduling calls and an expensive pay-per-question model.

We wanted to do this differently.

I was responsible for designing the end-to-end ATA (ask the advisor) experience which involved collaborating with our in-house advisor and co-founder, Travis, to understand what sort of questions clients were asking.

The main focus was to make the service accessible, so we designed the experience to be fully async and feel like a forum with support for media like video and audio, templatized questions and more to enable both client and advisors to communicate without restriction.

I also explored different ways of how to start a conversation with an advisor across each account so that discussions could start with richer context.

This feature was met with a lot of positive feedback with our early access users. One customer even went as far as to fire their existing advisor and switch to our service.