Credential Financial
Wealth Management App & Web
Credential Financial is a wealth management provider and offers credit unions and independent investment firms a range of products and services. The app helps individual investors and financial advisors to manage their assets and trades digitally.
ToolProcess
With existing research result from the company, I colaborated with the team to figure out the various approachs for the userflow, which help to wireframe out the design and present to the stakeholders to make further decisions.