Banking &
Financial Industries
Extensively worked with the most reputed Banking and Financial Institutions across the globe and delivered UX Services.
Citigroup, JP Morgan Chase, Credit Suisse, Wellington Mgmt Company, Fidelity, Invesco, BBVA, Shinsei Bank Japan, and Standard & Poor are a few of them.
Click on these tabs (UX Phases) to understand the roles and activities I performed during each phase.
UX Design
Evangelize UX first and foremost. How user will interact with interfaces. Design phase includes:
Problem Statement
Information Architecture
Navigation / Sitemap / Screenflow
Layout Breakpoints (Mobile/Desktop)
Sketches / Wireframes / Annotations
Conditional Scenarios
Visual Designs
Martha, Marketing Manager receives a notification. Equities Boutique has entered a new fund and its details into the system. Martha reviews fund data and descriptions and suggests a few edits. Barry from Equity reviews her suggestions and sends them back to marketing for approval. Marketing then prepares a microsite and social media campaign for the new fund. The new fund launches
High Fidelity Wireframes
Captures the look and feel, layout, real content, infographics, and detailed annotations of the product in the advanced stages of the design process.
User Role based Conditional Scenarios
Role specific scenarios defined to know how different users will work their tasks.
Visual Designs - Desktop Interface
Visual Designs - Mobile Interface
Sally, as an "Advisor" has ability to create multiple plans for comparison
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As Sally enters profile information and adds accounts, portfolio analysis
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Information from PAR as well as peer analyses and/or rules of thumb
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Insights should drive Sally to Managed Solutions, rather than be actionable
Visual Designs - Mobile Interface
