I was working on financial planner were we had to rethink a current solution. This is a component used for more than 100.000 yearly wealth advice meetings in Scandinavia. It has to be compliant in 4 different countries and flexible enough to handle various usecases.
During interviews and field research we discovered that the old system had some flaws. We discovered that it had to much information, that customes got lost and that there were a general cognitive overload.
Our first task was to redesign the overview area, one out of four sectors in the flow. This is the first page the customer sees when they receive wealth advice. It gives a complete overview of their current finances within the bank: loans, assets, stocks and bonds.