WEALTH
Dashboard
Responsive Web/Mobile App
AUTHENTICATED EXPERIENCE
Clients with $5 million or more in investable assets land on the Wealth Dashboard at login, based on their credentials. The Truist Wealth Dashboard serves both retail and wealth clients from one integrated platform, surfacing the components tailored to each client's services. Wealth capabilities are woven into the online banking dashboard based on the credentials used to log in.
Wealth Integrated Experience
The Truist Wealth Dashboard will service both retail and wealth clients. The experience is an integrated platform that serves up client components specific to the services. The wealth clients services are integrated into online banking dashboard based on the credentials entered when logging in.
Responsive Web/Mobile Design Iterations
Managed team of: UXD 7 | UID 7 | UXR 1 comprised of FTE and consultants
Conceptual process
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Competitive analysis
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SunTrust | BB&T dashboard design approaches
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Banking competitors design approaches
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Application comparisons
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Current capability explorations
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IA explorations (wireframes)
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UI explorations (visual designs)
Design thinking sessions
Xd | Product | Dev
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Widget/component priorities (2 sessions)
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Wealth brokerage dashboard session 1
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Investments option navigation
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Accounts pages
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Aggregated accounts
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Account grouping navigation
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Investments widgets
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Mobile app length
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Component design
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Widget/component priorities
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Value proposition
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Dashboard visual design
(desktop | mobile) -
Priorities
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Initial Personas
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Carousel
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Doc center design
User research (iterative)
Desktop Design
Mobile App Design
