Tag Archives: Workplace application

RFS: Retail banking software redesign

Led a team of 4 user experience architects and business analysts in redesigning the interface of a retail branch banking application.
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MVest for Financial Advisors

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 [...]
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Integrated Wealth Platform User Experience Design

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, [...]
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