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BRIGHTFOLIO

by SunTrust 

USE CASE

Give SunTrust clients who don't meet the investable-asset threshold for a managed advisor relationship the ability to open a digital robo-advisor account.

DESIGN

THINKING

WORKSHOP

Facilitated several Design Thinking Workshops with Business Stakeholders, Product Managers, Product Owners, Dev Architects, UI Dev and the User Experience team (UX/UI) to identify the users journey and touch points.

The Client JOURNEY

BRIGHTFOLIO

DESIGN

SYSTEM

Main point of contact for all UX and UI design working relationships including internal User Interface Design team and venders creative teams. Our team created the Brightfolio design system inclusive of fonts, buttons, iconography, graphs and chart colors.  Played a part in reviewing and establishing  the design patterns.

Prototypes
& Thought process

Created wireframe concepts and prototypes to explore experience possibilities to get to a solution. 

© 2026 created by Oneka Raquel Williams | Coach Lady O Coaching and Consulting, LLC | www.orwweb.com

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