vWise

Background

For over a decade, vWise had created custom-built email marketing campaigns and digital experiences to help retirement planning companies better engage their participants. In 2020, vWise began to pivot from traditional agency services to a SaaS company, and I was hired to design their new platform.

My Role

As the sole UX designer, I was responsible for every aspect of the product’s design, including new feature ideation and definition, information architecture, user flows, and all UI design.

The experience engine allows advisors to build custom, personalized digital experiences to maximize participant conversion.
Campaign management tools let users easily create and edit automated and standard email campaigns.
Critical metrics are always available with easy-to-use dashboards, data visualizations, and automated insights.
With the theme editor, clients are able to apply customize the participant experiences to reflect their brand.