Auditing company sites and competitor sites for specific content types, terms, meanings, etc. Taking findings and turning them into actionable recommendations. 

​Auditing competitive sites for specific information, hierarchy, interactions, etc. Reviewing findings and using them to inform and guide current and future work.

• ​Identifying and visualizing the steps users take to accomplish their goals. Using findings to understand user needs and recommend hierarchy and content. 

This summary, shared by your financial advisor, is available whenever you need it. If you have any questions or need further guidance, don’t hesitate to reach out to your advisor.

Breaking down content types, headers, labels, tables and other data on pages and in flows to determine most intuitive and effective use of design.

Determining appropriate content types for web pages/experiences depending on user type and lifecycle stage, helping to inform design decisions.

• Creating and managing user surveys regarding terminology, sentiment and design via dscout, and analyzing findings to inform current and future work.

This summary, shared by your financial advisor, is available whenever you need it. If you have any questions or need further guidance, don’t hesitate to reach out to your advisor.

Creating low fidelity wireframes to help visualize content hierarchy recommendations, including labeling, CTAs, imagery, navigation, etc. 

Writing clear, concise and useful headers, labels, navigation, forms, errors and other messaging and microcopy that addresses users' needs and behaviors with careful consideration of context.

• Creating preferred and alt copy, headers, labels, etc. and testing user engagement in production. Reviewing data and providing recommendations for quick iterations. 

This summary, shared by your financial advisor, is available whenever you need it. If you have any questions or need further guidance, don’t hesitate to reach out to your advisor.