My portfolio work
Edelman Client portal
The Edelman Financial Engines Client Portal redesign aimed to modernize the self-service experience for individuals actively building their net worth—especially the 'everyday millionaire.' After the success of the Momentum Financial Wellness Checkup, it became clear that this tech-savvy audience expected more control over their financial tools.
Edelman Financial wellness Checkup
The Edelman Financial Wellness Checkup was developed to boost engagement with workplace financial services and optimize the conversion funnel, ultimately increasing Assets Under Management (AUM). This interactive financial wellness quiz targeted high-intent users and matched them with tailored financial planning services.
Deluxe Marketing solutions
Deluxe's Marketing Solutions web applications allows customers to use data-driven insights to accurately target their ideal customers and then engage them with the right offer at the right time using the most effective channels. The Marketing Solutions web application was overhauled with an updated user experience and interface design.
Powerplan
PowerPlan set out to create a cloud version of their client-side desktop application to provide their vast client base a more streamlined and intuitive utility accounting solution. The month-end close process flow was the first portion of the prominent Fixed Assets product to be overhauled with an updated user experience.
Sharecare programs
Sharecare wanted to create informative, and engaging, health programs for existing and new users. The result was a four and eight week option program interface that would provide daily task and goals for the user to perform to meet their own personal goals.
Deluxe recognition system
Deluxe leadership desired to provide employees an outlet to recognize one or more employees from across the Financial Services department. The result was a social network-like web application where employees could recognize individuals on their project team, or other project teams.
arttracks
ArtTracks is a web application designed to help users create videos of their audio content through a step-by-step wizard interface. The goal behind ArtTracks is to provide anyone from an up-and-coming artist, podcaster, Youtuber, or someone who would simply like to convert audio into a streaming visual media format.
additional work samples
View additional user interface work samples on my Behance profile.