Morgan Stanley's "Digital Vault" provides an encrypted repository for clients to store and share life's most important documents, such as wills, estate plans, financial statement & Tax fillings with their financial advisors. This unified solution offers an additional layer of encryptions not offered through email, and also supports two-way sharing.
Global distribution of the digital file repository with multiple channels. Overview and analysis capability for the all repositories.
Interactive commentary to enhance client & Financial advisor collaboration on documents. Global distribution of the Digital file Repository with multiple channels. Overview analysis capabilities of all the Global Repositories. Encrypted cloud based document storage & sharing between the Client and Financial Advisor in a central location.
The goal is to understand the current landscape & help in-house users analyze and segregate the importance of repository counts and data. To design a Repository management portal considering reducing cognitive load. To provide a modern customer experience to various modules of the organization.
The KIID and/or KID contain essential information and key facts about the UCITS fund aimed at helping investors make informed investment decisions about whether the particular fund meets their needs.
4 Designers - Offshore
1 Designer - Onshore
2 Product Owners
Infosys Development team
Understand the current environment/product, analyse the gaps through Heuristic evaluation.
Build a design strategy based on user needs & business goals.
Manage feedbacks loops with the key stakeholders & visualise the product.
We've stated with Affinity mapping where we sorted ideas into different groups or categories based on their relationships to one another.
Product benchmarking helped us to identify the strengths and weaknesses of their product and processes, and also identify market leaders based on the
benchmarks established.
Stakeholder interviews are a great way to get the lay of the land. It helped us to understand user behaviour, distinguish constraints,
and identify pain points.
At the beginning of a UX research and design project a Stakeholder Interview should be conducted in order to find out the followings:
what are the business goals (so later we can see where the user goals and the business goals align)?
Are there any existing research or design material?
What is already known about the users?
And many more…
There are many different paths that users can take, user flows are often modelled as flow charts with nodes for each of the major navigational paths. The purpose of user flow analysis is to identify the main user flows through your app or website, and identify areas where the navigational flow can be improved.
Information architecture aims at organizing content so that users would easily adjust to the functionality of the product and could find everything they need without big effort.
Information architecture (IA) is a science of organizing and structuring content of the websites, web and mobile applications, and social media software.
Information architecture aims at organizing content so that users would easily adjust to the functionality of the product and could find everything they need without big effort.
Information architecture (IA) is a science of organizing and structuring content of the websites, web and mobile applications, and social media software.
Using cyber-connection to enhance the User experience
Easy filter and segregation of data.
Providing access levels and permissions.
Reducing cognitive load.
A simple pen paper low fidelity wire frame designed, based on Client interaction which leads us to understand the point of view from the user research perspective.
Wireframes display site architecture visually.
Wireframes allow for clarification of website features.
Wireframes push usability to the forefront.
