AMERIPRISE ONLINE MEETING SCHEDULING

About

The Digital Collaboration team at Ameriprise has embarked on multi-year initiative to offer online meeting scheduling capabilities to clients. The Digital Collaboration team has partnered with other teams within the firm to create a scheduling experience that provides value to advisor and their clients and prospects – and the business as a whole.

PROBLEM STATEMENT

The advisor-client relationship is a cornerstone of Ameriprise’s business. Effectively scheduling meetings is nuanced and requires a level of control. Advisors and clients currently use a high-touch, manual process to schedule meetings.

Objectives

• Demonstrate the desirability and viability of online meeting scheduling

• Provide proof-of-concept that demonstrates vision to help obtain funding

• Collaborate with cross-commit teams to define and prioritize scope of features and functionality throughout a multi-phase process

• Create an intuitive and easy-to-use scheduling tool that promotes adoption among advisors and their clients and prospects

• Gather insights and validate that online meeting scheduling resonates with advisors and clients using various user research methodologies

My Role

• Lead Designer

• Design Sprint Participant

• Wireframes / Sketching

• User Flow and Story Mapping (assistance)

• Prototypes

• User Research Observation and Analysis

• Competitive Analysis (assistance)

• Internal Presentations

• Embedded Team Member (ongoing enhancements)