Client: SEI

Agency: O3 World

Role: Strategy, Account Management

Tasks: User Research, Competitive Analysis, Strategic Planning, Copywriting

Goal Investor gives you the clarity you need to seize what's possible.

Goal Investor is a digital platform designed to help you visualize your goals, assess your assets, and plan for your future.

We worked with financial industry bellwether SEI on the UX, UI, and development of Goal Investor.

My role included closing the initial sale, managing the ongoing relationship, and working with O3 World project management, design, an development team members on landscape analysis, ongoing usability testing, competitive research and copywriting.