Online Robo Advice – Case Study

#Research, #Prototyping, #UX/IA/UI, #UserTesting… Design Lead from research & concept to launch of global bank’s first automated (‘robo’) investment advice experience – later shaping a broader CX strategy across Wealth products. This resulted in significant profit and was 1st to market amongst major retail banking peers. What started out as a ‘defensive’ move by the bank to plug a product gap and stop customers moving to competitors, turned out to be…

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