Barclays Wealth set to create an engaging suite of self-service tools that aimed to connect their clients life goals with their financial portfolio.
SKILLS
Visual/UI Design
User Journey Storyboard
With Lifeplanner & Balance sheet tools, Wealth customers could set financial goals around saving for their retirement, children’s education, buying property and wealth management, depending on their life stage.
SKILLS
Visual/UI Design
User Journey Storyboard
Working with the proposition team & behavioural finance experts, we created a personalised UI that encouraged users to reach their coals and keep track of their investments & savings in one place.
