AXA Equitable Advisors set out to reimagine how financial advisors manage their business on the go. The goal of this proof-of-concept mobile app was to identify the most critical advisor workflows and translate them into an intuitive, mobile-first experience.

Focusing on high-value, frequently used tasks, we designed and prototyped a solution that enabled advisors to manage their book of business, track client interactions, and access key financial insights—anytime, anywhere.

The result was a fully functional prototype that validated the concept and was later developed into the Equitable Mobile App, now live and actively used by financial advisors.

Key Contributions

• Researched and identified the most essential advisor tasks for a mobile experience.
• Created wireframes, prototypes, and high-fidelity designs to streamline client management and business tracking.
• Conducted usability testing to validate the design and improve functionality.
• Worked with product managers, engineers, and stakeholders to align the design with business and technical goals.
• Delivered a functional prototype that laid the foundation for the app, which was later built and launched successfully.