Internal Financial Advice Software
Health Equity approached Slalom with a need for a robust internal software to assist its customers in managing financial investments.
Admin, Member, Member Services
As sole designer, researcher and UX/UI consultant, I was tasked with the entirety of the visual design, implemented with data following appropriate user research.
This was a 'clean room' project, setup by the client in order to help shield HEQ from accusations of copyright infringement or trade secret misappropriation.
Once we had a handle on branding and user requirements, design needs and scope of work, I was able to dive into first site mapping, wireframes and then design. Following a sign-off, I proceeded to design the dashboard and interior pages inside HEQ's existing brand requirements.
After identifying the two major UI sections we did three rounds of design reviews with tweaks each time, landing on the final delivery which is presented in part here.