Advice Intelligence
AI is an integrated online software platform that provides a CRM, interactive financial planning, goals-based advice and instant digital Statements of Advice (SOAs).
About the project
Goals based financial advice platform
Innovative Fintech startup team based in Sydney. This was a ground-up build of multiple, complex financial software modules for an ambitious platform.
Advice Intelligence Website: https://www.adviceintelligence.com
My role
UX and UI design
I had an expansive role over 18 months. My contributions included UX design, product information architecture, design optimisation and Axure prototyping. I built a strong partnership with the client and also worked on web marketing content design using the Hubspot CRM.
Skills Involved
What I did…
- User testing and research synthesis
- User flows and interaction design
- Prototyping in Axure
- UI design in Sketch + Zeplin
- Marketing design in Hubspot
