The Digital Vault

This project partnered with a global financial service firm based in the US. The problem is the company’s financial advisors and their clients exchange documents via fax, email, in person, and postal mail. This causes a lot of friction in the customer experience and creates security breaches to the firm. The Digital Vault is a cloud storage and document sharing solution utilized by both the company's internal software and client facing website.

Enrollment Page, 1st time visitors<

enrollment, 1st time visitors

home / overview page

home / overview landing page

files landing page

all files landing page

Advisor and Customer Customer-side designed for mobile, tablet, and desktop. Advisor-side designed for desktop only.

My Role

Focused on the customer-side online experience providing competitive analysis, storyboarding, user flows, wireframing, prototyping, and visual design. Another team member and I worked closely together to ensure a cohesive experience across all devices (mobile, tablet, desktop).

Key interactions

The Digital Vault is not intended to be an everyday tool, rather one that fulfills focused individual events. The most critical interactions of The Digital Vault are sharing, uploading, moving, viewing and commenting.

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