My Role

UX Design

The Client

OppenheimerFunds
A New York-based, financial services company with more than $235 billion in assets under management.

Goals

Design an iPad app for financial advisors from scratch. The app would simplify and enhance their everyday work of managing and communicating with clients while elevating the OppenheimerFund brand.

Tasks

Wireframing
Prototyping
User Flows
Research

Timeline

Approximately 5 months to MVP

App Features Walkthrough

more features...

Article and content viewer

Self-assessments and professional development content

Fund information by Morningstar

  • SEE THE PROCESS

Research

Contextual inquiry:  Working with directly financial advisor as a client



Comparative research:  Selected iPad apps


Concepting  &  Iteration Cycles

Integrating research and feedback with MRM//McCANN & OppenheimerFunds Teams



User Testing with Financial Advisors

Conducted by the Catalyst agency


User Flows


A Selection of High-Level User Flows


Wireframing  &  Info Architecture

A Selection of Final Wireframes


Home dashboard

Newsfeed

Newsfeed: Article View

Individual Fund View

Client List

Client Detail View

Content Library

Self Assessment Scores and Professional Development Content



App Map

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