PERSONAL FINANCE MANAGEMENT DASHBOARD

A PFM dashboard prototype was required for user testing in order to create a sales tool and ultimately develop a wealth management product. Various configurations were narrowed down to 2 directions— a detailed and a simplified version, which were reviewed and iterated over a 2 month period. A user interface with a simplified retail PFM dashboard with interactive cards that expanded and flipped were produced and a prototype showcased in InVision.

This tool was adopted by Innovation Partners to offer its advisors and end clients access to Yodlee’s financial wellness solutions through Envestnet’s Investor Suite. Clients were subsequently able to aggregate personal finance data from all of their accounts into a single, easy-to-navigate dashboard.

PFM dashboard tablet PFM dashboard mobile PFM wireframe sketch

BUDGET APP & ICONS

Icons representing various expense categories were needed to populate a budgeting app by Yodlee-Envestnet. A requirement was that they would need to be understood across global markets that used the app, a challenge especially for the financial icons.

Leveraging the established Style Guide, I created dozens of new icons to be used as visual aids for various categories to be represented.Using printed PDFs and online via SurveyMonkey, I informally tested a number of these throughout the Yodlee campus, running them through 2 rounds to ensure clarity of representation. Testing the first group by free response for elimination, and then scoring by association. The highest scoring selections were then selected as finalists to go into the app.

40+ icons were completed in a period of 3 weeks and incorporated into the mobile app.

Budget app icons

Working with the interaction designer for the app, I styled and incorporated the budget category icons into the prototype, for showcasing in InVision. SVG icons, style guides, and spec sheets were completed in Sketch and Adobe InDesign over several weeks, and a prototype showcased in InVision.

Budget app mobile

YESVIDEO iPAD APP VISUAL DESIGN

The tablet app for a film-to-digital video transfer service required a styled UI for their retail subscribers. I designed and produced a scrapbook-themed UI which appealed to their consumer base. Also provided UX wireframes for improved interactions as well as on-brand icon illustrations. Style guide shown below.

YesVideo UI YesVideo pattern YesVideo pattern

 

Custom-illustrated preloader icon.

YesVideo pattern

 

YesVideo preloader comp

 

GROKKER VIDEO APP
UI design and style guide for a lifestyle video tablet app.

 

LIGHTT MOBILE APP VISUAL DESIGN
Welcome screens, How-to-use diagrams, and Facebook Profile image for mobile app, Lightt.
Lightt Help Screens Lightt Blog 1

 

Lightt Facebook Profile

 

VISUAL DESIGN
Icons representing stages of solar energy material production.

solar icons

 

WELLS FARGO COLLEGE CHECKING & SWEEPSTAKES CAMPAIGN
Landing pages, mobile pages for a student checking ad campaign featuring a sweepstakes contest.

Wells Fargo Pandora Ad

landing page

 

 

INTEL QR CODE GENERATOR
URL code generator for Intel marketing campaigns.

 

INTEL

 

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