The Challenge

An Investment Opportunities section was to be developed as part of a new iPad app.

Unlike the Portfolio section, Opportunities had not existed in previous Citi Private Bank platforms, so it was brand new creative territory.

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01 Ideation

We helped the client explore and conceptualise many ideas for the new Opportunities section.

Several workshops were held with the client to sketch out and play back possibilities.

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02 User Journeys

  • ​A near and far future journey for each persona was imagined, based on workshops and expert consultation

  • Each journey was mapped onto pre-existing high level architecture 

  • A journey heat-map was generated to demonstrate priority areas

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03 Storyboards

Lo-fi storyboards were created to illustrate key user journeys through the app

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04 Interactive Prototypes

  • Detailed interactive prototypes replaced rough concepts

  • The prototypes offered stakeholders the vision to go forward with an MVP of the Citi Private Bank app

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