Wells Fargo – Digital Retirement Income Tool

Helping Advisors Build Trust Through Storytelling Wells Fargo wanted a new way to help its Financial Advisors connect more meaningfully with clients on the topic of retirement income planning—often a complex and emotionally charged discussion. Key Contributions: UX & Messaging Strategy: Crafted approachable messaging to demystify retirement planning and reduce decision paralysis. Interactive Web Module: Designed a digital storytelling tool that guided clients through key concepts with personalized illustrations and conversation prompts. User Testing: Led iterative testing sessions to validate emotional resonance, clarity, and effectiveness. Impact: Enabled warmer, more productive advisor-client conversations. Increased engagement and retention by making complex ideas feel personal and clear. Supported broader marketing and education goals while boosting client confidence.