Portfolio | UX/UI Product Design | Wealth Management Digital Transformation

Wealth Management Digital Transformation

Digital devices displaying business and communication apps: a smartwatch with a calendar reminder, a smartphone with client contact info and map, an iPad with a video call, and a desktop monitor with financial portfolio management.

Project Overview

The Product

TBD

The Problem

TBD

The Goal

TBD

Responsibilities

TBD

Project Duration

TBD

My Role

TBD

Design Process

A diagram illustrating a five-step process: Emphasize, Define, Ideate, Prototype, and Test, with arrows showing workflow and feedback loops.

Design Timeline

User Research

Empathy Map

Pain Points

Personas

User Story

User Journey Map

Problem Statement

How Might We

User Flow

Storyboarding

Information Architecture

Paper Wireframes

Two women are standing in front of a whiteboard, sketching a designed user interface for a project. The whiteboard contains several wireframes and diagrams of app or website layouts, including sections for phone, iPad, Surface, and desktop versions.

Digital Wireframes

Lo-fi Prototypes

Usability Studies

Mockups

Design System

A style guide with three sections: Mobile Typography, Mobile Color, and Basic Components. The Mobile Typography section shows examples of font sizes, styles, and weights, with highlighted text in yellow and orange. The Mobile Color section displays a table of colors with names, HEX values, and mobile palette labels. The Basic Components section shows various UI components like account types and funds overview, with color-coded labels, headers, and notes.

Hi-fi Prototypes

Accessibility

Product Launch

Key Takeaways

Next Steps