The context
Charles Stanley is one of the oldest wealth management companies in UK, providing an online dashboard platform as a tool to manage and invest in financial portfolios.
Charles Stanley is one of the oldest wealth management companies in UK, providing an online dashboard platform as a tool to manage and invest in financial portfolios.
The team
Creative direction
Internal team member
Assigned manager
Internal team memberDesign lead
Internal team memberEngineering team
Client & internal teamStakeholders
Business analysts client team (*)Art direction (branding and visual design)
Internal team memberUX design
Internal team & Ana C. Pereira(*) Business analysts played the role of Product Owners, and they did not defined the design process, they were part of the design process.