About 
MyPriorities is a tool to help prospects and engaged leads understand their financial priorities prior to an interaction with a financial advisor or branch team. This will help facilitate conversations with their advisor to build a plan custom to their needs and desires. 

Role and responsibilities 
Sr. Digital Strategist 
My role was to write technical and instructional content for the tool from the starting page to the results page. In addition, providing navigational and ADA guidance to the team during the redesign. 

KPIs
User engagement: 37% completion rate, 50% accessed two or more pages & conversion rate 7.2% 

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