Designing a Scalable Financial Wellness Platform for Lasting Impact

I led the UX strategy and design for Questis, creating a B2B financial wellness platform, design system, and public website. The platform enabled HR administrators to configure financial programs while providing employees with personalized insights and coaching. Through UX research and high-fidelity mockups, I designed a scalable, user-friendly experience. To boost engagement, I developed a customer engagement matrix with personalized notifications and goal tracking. Delivered in three months, the project increased user engagement by 70% and improved client satisfaction by 80%.

Leading the UX design effort, I collaborated with the Chief Revenue Officer on business development to elevate Therabody’s digital presence and secure this seven-figure project. The goal was to design a seamless and engaging platform that blended impactful brand storytelling with optimized functionality, delivering an exceptional user experience from start to finish.

UX Strategy & Collaboration

As the lead creative director and UX designer for Questis, I led the end-to-end design of a B2B financial wellness platform, a comprehensive design system, and a public-facing website. The platform served HR administrators configuring financial wellness programs and end-users seeking financial independence. I conducted UX discovery, persona development, and Jobs-To-Be-Done (JTBD) analysis to map user journeys and align product strategy with user needs. Collaborating closely with development teams, I ensured a seamless integration of design and functionality.

Design Execution

I designed responsive high-fidelity mockups for both admin and client-facing dashboards, enabling HR teams to personalize financial wellness experiences for employees. The interface provided daily financial insights, coaching, and interactive tools to encourage user engagement. The design system established visual consistency and scalability, ensuring a cohesive user experience across mobile and desktop.

Time & Scope Management

Managing a three-month timeline, I prioritized iterative prototyping and user validation to deliver a fully functional design system and product UI. The project scope included designing customized financial journeys, balancing HR admin configurations with intuitive user-facing tools, and ensuring scalability for future product iterations.

User-Centered Solutions

To drive daily user engagement, I developed a customer engagement matrix outlining strategies for increasing app interaction, including personalized notifications, milestone tracking, and financial goal-setting tools. This framework provided a roadmap for future iterations to enhance user retention and financial literacy.

Challenges

Designing the Questis platform presented several challenges, including the need to balance the complex requirements of HR administrators with an intuitive experience for employees. Encouraging daily user engagement was a key focus, requiring features that motivated consistent interaction with financial tools. Additionally, the platform needed to scale for different company sizes while maintaining a seamless user journey. Developing a flexible design system ensured consistency across the admin and client-facing experiences, while a customer engagement matrix provided strategies for improving long-term retention and financial literacy.

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Results Achieved

• 70% Increase in User Engagement: Designed an intuitive experience that encouraged daily app interaction.
• 80% Boost in Client Satisfaction: Delivered a scalable design system and user-friendly platform that exceeded client expectations.
• Expanded User Base: Anticipated significant growth in new customer acquisition and stronger retention of repeat buyers, reinforcing customer loyalty and the overall lifecycle value.
• 100% On-Time Delivery: Completed the full design within the three-month project timeline.