1 Outline

Launch of a 'Relationship Manager' tablet App for branch wealth advisers providing planning services and proposals to clients. The App was based on third party software which required functional modifications and re-design in line with HSBC branding.

2 Team

The project team included the client with stakeholders in the UK and France, a software house in Italy, UX and design based in UK and an implementation team in Asia.

3 UX scope

As UX designer I worked closely with the software company to structure and outline the new flows and screen layouts based on client requirements, as well as with the agency visual designers for the implementation.

4 Challenges

  • multi disciplinary team and client stakedholders across several countries
  • tight deadlines