wealth management - UX case study
Extensively worked with the top brands in Wealth Management such as FIDELITY, WELLINGTON, INVESCO, AND BABSON CAPITAL. Presenting here a few use cases of MANAGED SOLUTIONS
Click on these tabs (UX Phases) to understand the roles and activities I performed during each phase
Now time to hand over the wide variety of “artifacts” and project deliverables to the respective stakeholders. We communicate with various stakeholders and teams, document work, and provide artifacts for meetings and ideation sessions. We also help create the “single source of truth” — guides and specifications for implementation and reference.
List of UX Deliverables
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Experience Maps, User Journey, User Flows
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UX Wireframes
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Interactive Prototypes
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Visual Designs
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Design System / Style Guide and Brand Specifications
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User Testing Reports
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Business Objectives and Discovery Report
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Heuristic Evaluation / Site Audit Report
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Personas Document
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Journey Mapping Document (Service Design)
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Sitemap and Information Architecture Document
