Improved financial investments through digital experiences
Service design (UX) | Project length — 9 months1 min read
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.
The goal
The goal of this project was to simplify the way financial advisors were managing client’s portfolios by providing a single experience, from onboarding to maintaining the relationships with the client, instead of using different websites for each step.
In addition, to the purpose of the project was to digitalise and automate all the processes, create internal collaboration, and introduce a new service to younger generations who are used to modern technology.
In addition, to the purpose of the project was to digitalise and automate all the processes, create internal collaboration, and introduce a new service to younger generations who are used to modern technology.
