Digital Tools

EDUCATION

We designed a native ipad app to aid financial advisers with their conversations with their clients. It is designed to be used by clients as an education tool while they wait to talk to their advisor and introduce them to available tools and resources and included step-by-step instructions and interactive calculators.

Art direction
Design
Production

Educational Portal

EDUCATION

This training portal was created for internal teams and walked team mates through tools and recommended process available to them. Each course session was split into multiple sections to allow easy access and allowed users the flexibility to reconnect anytime. The content was intentionally split up into digestible pieces with a suggested length so folks had clear expectations how long each section may take. Clear progress steps marked what a user had already completed and allowed them to reenter where they may have left off. All the page contents were broken into organized and engaging sections to allow the content to be understandable and accessible for all types of different learners.