Lead UI/UX Designer
Responsive web app
HSBC's existing financial assessment tool needed a refresh both from a user experience point of view and visually.
The aim was to get users to complete a few high-level details around five financial goals; retirement, wealth management, life cover, children’s education and critical illness.
To not seem too arduous, the user could select which of the goals they wanted to assess and come back to complete the remaining ones later.
AT&T - U-verse