Opportunity for predictive planning to create a different perspective on estate planning
The Financial Wellness Score is provided for every generated financial plan for a client. However, financial planners wanted a score for the client’s current state without a plan, to benchmark the client’s value for sticking to a plan. This project was the solution to resolve that need.
Diagram to explain the UX process and how departments can work collaboratively.
Experience maps for a presentation to briefly explain the methods of how voting can be conducted for the Bafta Rising Star award. The diagram also…