Thrivent
Consolidating Product Data to Unlock Faster and Confident Client Servicing
Role
Product Designer
Context, Team & My Role
I led the experience design for Enhanced Product Details, a Salesforce redesign that consolidated fragmented product data from 5+ legacy systems into a single, unifed CRM view for Thrivent's financial advisors and Office Professionals.
Our dual-crypto investment product, designed to help accredited investors capitalize on Bitcoin volatility, had become an operational nightmare. Customers would call, go through endless back-and-forth conversations, look at outdated charts, and by the time they were ready to invest, the optimal rates were gone. We were losing deals to competitors with more streamlined processes.
The bigger problem was that no product manager was assigned to this initiative. Capacity constraints meant this critical business opportunity was just sitting there. I decided to take ownership.

Solution
I reimagined the client experience for those looking to maximize their bitcoin and USDC investments using the dual cryptocurrency notes.
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