Hi!

Katherine Meeks

Director, Product Design

Envestnet

Raleigh, NC

Design Process

Collapse 3 legacy trading offerings into one best-in-class user experience.

Through acquisitions, Envestnet owns three different trading offerings, none of which are quite hitting the mark. Client feedback was at the heart of our journey to reimagine one consolidated best-in-class offering.

Evangelizing Design

Embed design into an engineering-driven organization.

The majority of Envestnet product and engineering teams have never worked with a designer before. To start, we embedded deeply within a single team to show rather than tell our value. Now, it’s time to scale up across the broader organization. Let’s talk hiring a team, design systems, and educating the broader organization by delivering value.

Client Onboarding

Productize offerings to streamline onboarding & configuration.

With 5,000 points of configuration and manual processes, client onboarding is slow, expensive, and error-prone. Our challenge? To dig out tribal knowledge and simplify the client experience.

Testimonials

“I am a big fan of your team and the great work you and the rest of the team are doing (specifically, the quick turnaround in designs and the commitment to user testing). You are helping push our dev team to higher standards of productivity (which we are committed to achieving!).”
— MD, Engineering
“I think you’re the only person who understands how this is all connected (products, pricing, onboarding, etc).”
— VP, Finance
“I would wager that you are one of the most broadly knowledgeable people in the company by virtue of the mapping out you have done this year. ”
— Director, Product Management
“I’m ok not reviewing this, but i am relying on you to flag it.... which means i trust you. but it also means i’m trusting you!”
— Legal
“Katherine- in particular we wanted to call out all of your support. Super responsive, high quality and appreciate your willingness to bear with us as we dug through the minutia and at times even pivoted on our preferences. It was a pleasure working with you- we will try to keep these to a minimum for recreating the wheel going forward, but great to have you as a teammate.”
— Director, Solutions Consulting
“Katherine always looks for ways to streamline processes. She’s got an eye for efficiency. When she decides to do something she does it. She doesn’t procrastinate.”
— Manager
Financial wellness application comparing your spending to a cohort of users across the US

Financial wellness application comparing your spending to a cohort of users across the US

 
Analytics tool for customers to understand their end users

Analytics tool for customers to understand their end users

 

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