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