Client / Brand
CodeStreet / Morgan Stanley
Context
Morgan Stanley’s Financial Advisors need the tools to be able to meet with clients anywhere and anytime in order to provide first-class service.
Process
We surveyed existing systems, interviewed Financial Advisors, created proto- types, did qualitative user testing, and produced user flows, sitemaps and wire- frames.
Role
Experience Design for iPad apps.
Challenge
Redesign legacy, office-bound, desktop-based wealth management systems for use on security-enabled tablets.
Solution
A set of elegant, powerful, useful and mobile tools that enable Financial Advisors to meet their clients when and where they want.
