Credit Suisse investment platform

About This Project

IWM 3.0 and the omni-channel framework

Introduction
As a Senior UX UI consultant I worked intensively on the new suite of investment applications under the IWM 3.0 umbrella. With a team that grew to 6 designers within the first half of 2020 we worked on designing the best possible experience for the client channel as well as the Relationship Manager channel, as well as creating a unified style guide and component library that could cover all applications called “Omnichannel framework”.
Credit Suisse Digital
Within the CS Digital team I worked on creating an easy-to-use portfolio section, I was personally involved in initial conceptual designs involving proactive investment advice and a better RM-Client dialogue trough the online channel. Eventually I moved to designing the portfolios and payments screens, as well as designing tools for hedging and leveraging.
Banking application
Taking over the team lead position
In November of 2020 I was appointed to take up some team lead tasks on an interim basis. I consequently guided our team successfully through a QA process to eventually roll-out the application on time. During this time there was an excellent cooperation between the development and design team. I am proud to say our team ensure a successful delivery.
Date
Category
Design, Project Management, UI design, UX design