Pricing Proposal Tool

Visual design, UX design - Confidential Client - 2019

We helped one of America Big Four banks by designing an interface where Financial Advisors can create and manage pricing proposals to share with their clients.

The product needed to allow for a lot of customization and the ease to work with a lot of data. The challenge was to make the flow seamless and intuitive. We did an extensive analyse of the competition, led workshops directly with the client in their office, conducted a large number of interviews to make sure we worked from the point of view of the Financial Advisor, created many iterations of user journeys and wireframes and ended up with a product that is easy to understand and use.