Cognitive Scale
User Research & Experience, Interface Design, Prototyping
Wealth Advisor
CASE STUDY
Wealth Advisor represents an ambitious concept for a revolutionary Wealth Management tool, leveraging the potential of Artificial Intelligence to provide personalized advice to clients, aiming to improve operational efficiency, boost customer engagement, and foster lasting customer loyalty.
Throughout this visionary project, I collaborated alongside talented designers and product managers to breathe life into this ever-evolving idea, envisioning new possibilities and exploring how technology can redefine banking scenarios. Our collective efforts resulted in an innovative app concept, designed to showcase the seamless integration of Artificial Intelligence and learning technologies within the banking industry.
As we explored the potential of this transformative app, we engaged in a dynamic and iterative design process. Continuous user research, comprehensive interface updates, and the creation of multiple prototypes drove our efforts to refine and optimize the app concept. Each iteration brought us closer to our vision, and we embraced the value of learning from user insights and feedback.
With a strong focus on user-centered design, the app was crafted to be user-friendly and intuitive for banking institutions. Our vision was to create an app that empowered financial advisors and delighted clients, offering them a unique and personalized experience tailored to their specific needs.
