Overview

To ensure our AI and product investments directly reflect advisor needs, I led the creation of the PX Insights Dashboard, a centralized system for capturing, labeling, and acting on advisor feedback, informing the product roadmap across the organization. The dashboard aggregates feedback from multiple channels, tags insights by theme and impact, and aligns them to specific features, initiatives, or advisor segments.

Problem

Advisor feedback was siloed across emails, CRM notes, field communications, and product demos. There was no single source of truth for:

• What advisors were asking for
• How feedback connected to roadmap decisions
• Which features were resonating (or not)
• Whether high-priority personas like HNW advisors were being served

This made it difficult to:

• Quantify advisor sentiment
• Justify roadmap prioritization
• Spot emerging needs before escalation

Solution

I designed the PX Insights Dashboard to operationalize advisor voice in product development. It connects raw qualitative feedback to product decisions through a structured tagging and prioritization system.

Key Features:

• Feedback Intake from Multiple Sources: Includes AI tool feedback, field team reports, surveys, and in-product feedback loops
• Smart Tagging System: Tags feedback by product line, advisor segment (e.g., HNW, hybrid, IAR-only), requested feature/ identified pain point, and sentiment
• Priority & Volume Signals: Highlights themes with the highest number of requests and those linked to revenue, retention, or risk
• Exportable Insights for Leadership: Auto-generates summary reports by line of business, region, or advisor type

Strategic Impact

• Shifted advisor feedback from anecdotal to actionable
• Created a closed feedback loop: “You asked, we delivered” moments that increased advisor trust
• Prioritized features aligned to real user demand—e.g., surfacing that advisors needed better visibility into HNW offerings launching in Q4
• Informed Go-to-Market planning by identifying which themes to highlight in comms and demos

Results

• 2x increase in advisor satisfaction with feedback visibility
• Direct attribution of multiple roadmap features to advisor demand signals
• Enabled more strategic stakeholder conversations backed by real data from the field