Elements Android App

Financial advisors need an easy way for their clients to maintain their information so that they can provide the best advice. We solved this by introducing a native application, meeting the clients where they are and delivering prompts according to their financial needs.

Problem

Financial advisors need an easy way for their clients to keep their information current and partners with their web app.

Solution

We designed a client centric native mobile application that makes financial planning an easy & enjoyable experience. This was made possible by designing the ability to link financial accounts to the Elements system, manually update or add net worth items, and track financial wealth holistically.

Outcome

I delivered a go to market design for the Android application. Presented to key stakeholders in the company and delivered final designs & user flows to the dev team. This work is currently in development.