SELECTED CASES
Advisor 360
Designing an integrated experience for financial advisors to access client information, analyze investment portfolios, and support investment decisions without navigating across multiple systems.
Product Design · UX Strategy · Information Architecture · Complex Data · Prototyping
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Investment Portal
Redesigning the investment experience to make complex financial information, portfolio data, and investment journeys easier to understand and navigate across digital channels.
Product Design · UX Research · Information Architecture · Interaction Design · Usability Testing