nsilogo

Financial Adviser Portal

NS&I (National Savings & Investments) decided to go beyond normal customer service. They came up with an idea of having dedicated portal for financial advisers. This way, they want to make sure that their client’s are being taken care of in digital ecosphere as well as in face to face contact.

Role    UX / UI Designer

Team     5 people

Methodology     Agile 

Duration     1 month

Location     London, GB 

NSI

CHALLENGE

  • Designing entire User Interface for financial advisers
  • Keeping interactions and information architecture consistent with end-user portal 
  • Working with remote team and external stakeholders
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PROCESS

  • Creating personas and user journeys for different type of financial advisers
  • Sketching and wireframing
  • Stakeholder validation
  • Creating fully functional prototype based on predefined UI elements
nsi2

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