Advisory tools for monitoring client wealth management

Industry:

Financial Services

My role:

User experience and visual design

Product medium:

Desktop apps, web-based desktop/mobile apps, and micro-sites

Helping a Fortune 500 financial services company create a suite of products for advisors and clients to monitor and manage diverse investments, portfolios and goals.

During my tenure as a Senior Designer at Pow Interactive, I cultivated a close relationship with Morgan Stanley. This partnership afforded us unique insights into the financial services industry, as we collaborated closely with their internal UX team, business analysts, and stakeholders. Through this collaboration, we gained valuable understanding not only of how advisors manage their portfolios on a daily basis but also how clients interact with the institution and its services.

Over the span of four years, I played a pivotal role in establishing a cohesive visual language for their applications, consulting on product creation, and contributing to their positioning as a technology leader in the finance sector.

During this time, Morgan Stanley relocated me from Portland, Oregon to New York City to engage and collaborate more efficiently with their UX and business teams on-site.

 

Responsibilities

  • Present and lead design concepting and execution

  • Create a cohesive visual language for dense system applications

  • Interpret business requirements into wireframes and visual designs

  • Create and manage project timelines and scope

  • Provide design team-member oversight

  • Interact with tech teams on implementation and quality

  • Leader and moderator between design, tech and business teams

Outputs

  • Product Conception + Definition

  • Product + UX Design

  • Visual Design Style Guides

  • User Journeys + Flows

  • Wireframes

  • Product Annotations + Front End Specifications

  • Data Visualizations

Screens below show a sneak-peek of some of my favorite projects while at Morgan Stanley ☻

Robo-Investing Hybrid Product

Defining a client facing product at the intersection of robo-investing and financial advisement.

Example below is wireframes, as this project was primarily around the experience and then would later be handed off to a visual design team.

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Client Dashboard

Building an internal hub for financial advisors to get a holistic view of their book of business.

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Design Team Portfolio Site

Showcase site to display Morgan Stanley’s various user experience and visual design projects across internal teams and external design studio partners.

My project responsibilities: Art direction concepts, user experience and cohesive visual design patterns.

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Guidelines Website

Global UX and visual design guideline resource for designers, developers and our partners; to ensure the consistent distribution and implementation of design elements and patterns.

My project responsibilities: Art direction concepts, user experience and cohesive visual design patterns.

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“Thanks a ton for your efforts. You and your team have been awesome partners all along.”

— Client VP of Digital Platforms

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