Making Finance Human

Simplifying complex information through user experience design

We work with an established global leader among wealth management firms to improve their investment services through smart, innovative digital solutions.

Our client’s financial advisors need well-designed applications that allow them to access torrents of data at a moment’s notice. They need user interfaces with clear and comprehensible content to support their conversations with valuable clients. Having the right data points at their fingertips allows for quick and accurate decisions — essential for building and reinforcing client relationships.

Our goal: to transform a massive amount of financial information, real-time analytics and cold hard numbers into a format that is personal, usable and relevant in real-world settings.

Since partnering, we have helped design and develop numerous applications across multiple platforms (both internal and client facing) and have worked to secure our client’s ongoing success as a leading financial services institution.

We have also helped our partners to gain the recognition and trust they deserve as our solutions have been user tested, iterated upon and deployed in the field.