Digital Advisor

Digital Advisory Web Enterprise Application

Selected UI Screens

Sketch, Illustrator and Photoshop

Tools

Project Overview

Design Process

Colors

Typography

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Assets

Digital Advisory Products are wealth management services that are created for the millennial generation and offer financial insight to help their clients reach their short and long-term goals. They primarily rely on long-term advisor-client relationships that cater to the changing needs of the younger generation.

User Interface Designer and Independent contributor

Role

Responsibilities

Design elegant and delightful experiences that deliver high value to our users
Ensure the layout design, composition for products and product features is exposed in a clear and consistent manner
Identify and articulate new UI design patterns suitable to the product
Contribute feedback to other disciplines on the team when required
Assist in the production of guides, vision demos, and prototypes which establish and drive product-wide concepts, brand narratives, and experience value propositions
Work closely and iteratively with developers to ensure design accuracy and consistency

1. Requirements gathering: Eliciting, analyzing, and documenting requirements for user interfaces are done early in the project to ensure that the end product meets the needs of the business and the users. Reviewing existing documentation is also done during this phase to ensure that all relevant information is accounted for.
2. Research: I familiarize myself with the most common UI patterns and use them where appropriate. These patterns or templates can be used to create specific types of tasks or activities.

3. Design: Create icons and GUIs to communicate ideas through sketches, moodboards and quickly explore different design solutions where required.

4. Feedback & Review: After discussing designs and concepts with leads, managers, or product owners, take feedback into account and make changes to the concept or design accordingly.

5. Finalize & Deliver: Deliver the design handouts to the developers and work with them to ensure that the design is implemented as expected.

Moodboard