MVest for Financial Advisors

CGI Capital Markets and Wealth Management

Provided creative direction and strategy for a team of 4 user experience architects in the design of a new web-based portfolio-management application for financial investment advisors.
Discovery: Planned and facilitated a series of workshops to define user interface requirements and user flows.
Concept design: Led interface design work for 100-screen application including design patterns and extensive wireframe diagramming.
Detailed design: Managed development of prototype, internal and client demonstrations and review sessions.

Services: User experience leadership
Focus: Strategy development, Interface design
Methods: User flows, Prototyping, UI Patterns, Functional specification

Engaged by: CGI
Media: Web application
Sector: Financial Services
This entry was posted in User experience leadership and tagged