Tourpoints: In-App Education
OVERVIEW
Tourpoints was conceived to address the gap in the consumer's understanding of Advisor Center products. Often a user would be unaware of the full functionality that was available on the platform. I designed a process to introduce new, or underutilized features to the end user. 
The primary consideration for this feature is that Advisors may be introduced to these features while with clients. Tourpoints must not interfere with their existing workflows. 
ROLE
VISUAL DESIGN LEAD:
Product Strategy
Interaction, Visual design
Prototyping & Testing
Pitching
I provided design guidance in the different strategies: lowest engineering lift, best user experience, long term in-app help platform.
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