USAA
Overview
Working strategically within USAA's Financial Advice & Solutions Group, our team conducted extensive research with members and wealth managers to reimagine personalized investment relationships, creating a service blueprint that defined the future of USAA's one-to-one wealth management experience.
USAA is a Fortune 100 financial services company serving millions of military members and their families through comprehensive banking, insurance, and investment solutions. In 2016, USAA established its Chief Design Office to spearhead digital transformation, bringing human-centered design practices to its century-old mission of serving the military community.
Impact
The team's strategic research directly shaped two key wealth management experiences: a redesigned advisor-client collaboration platform and a new digital onboarding experience, both optimized to better support personalized financial guidance for military families.