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1_3_Profile
3_05_RM_PortBuilder
3_04_RM_WealthProject
3_06_RM_WealthPlan
3_09_C_ProposalAllocation
5_2_C_ClientOverview
3_03a_RM_RiskReward-exploded

Private Banking Platform

Applied Skill Set:
· Design strategy

· Research
· Concept design

· UX Design
· Business strategy

· User validation
· Prototyping

Project Team:

UX & Creative Director - Perry Chan

Co-UX Lead - Christo Allegra

Copy Director - Susan Phuvasikul

Art Directior - Taylor Moody

Visual Designer - Ola Olusoga

UX Designer - Julie Gitlan

Background

The private banking firm and McKinsey brought Sapient/Nitro to help with five aspects of private banking initiative; 1. Design Research & Validation, 2. Concept development, 3. UX Design, 4. UI Pattern Library, 5. Prototype Development

Unmet Need
· Financial tools for an increasing mobile clientele

· Ability of relationship managers to forge more personal  and customized engagements with their clients

· Seamless, anytime, anywhere communication video and message channels

· An extensible platform for the future

Contact me to discuss a possible project or learn more about my work.
Perry Chan, San Francisco, CA
2perrychan@gmail.com
718-930-2387
Contact
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