Integrated Wealth Platform User Experience Design

CGI Capital Markets and Wealth Management

Led a team of five user experience architects in discovery and high level design, integrating a set of independent applications – portfolio management, account management, financial product management, trading, settlement and client relationship management – into a single suite of products. Designed and led an investigative process combining research into applications’ users, scenarios of use, markets and business contexts. Facilitated and coordinated workshops and interviews to gather user needs and wants and business requirements. Led development of interface designs, clickable prototypes and visual design

Services: User experience leadership
Focus: Strategy development, Requirements
Methods: Personas and scenarios, User flows, Prototyping

Engaged by: CGI
Media: Web applicaton
Sector: Financial Services
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