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AAM | Advisors Asset Management | USA

AAM is a website to help users to get global investment insights from leading market pundits. The main goal was to build a clear usable website that helps users to create a custom portfolio. Also, access portfolio builder hypothetical reports, Broker-Dealer marketing materials.

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Design Process & Screens from Style Guide

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Problems & Solutions

Different sources of data with conflicts of view from different stakeholders

Data collection with system analyst and getting approval on sitemap from all decision-makers then connecting with only one stakeholder to avoid change of request

Downtime before getting site life.

Having two IPs as a standalone temporary platform

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Role

  • UI designer

  • Illustrator

Data integration of several servers containing confidential info of users

Security team engagement from day one until user testing stages

Roadmap

  • Meeting with company representatives and other team members

  • Competitors’ analysis

  • Color pallet study for stock market psychology

  • ADA accessibility tests

  • Hotspot user testing

Team Collaboration

Joining project in different phases with:

  • Marketing team

  • Project Manager

  • UI Developer

  • Quality Control

Deliverables

  • Photoshop files (PSD) for Homepage

  • Illustrator files for the style guide

  • User testing results chart format

Outcome and learnings

  • Website creation with over 100,000 user visits daily

  • Reaching the user target number in Q1 as planned

  • Understanding color psychology can help alter very sophisticated content to appealing pages encouraging users to complete very complicated and secure actions online.

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© 2022 by Ola Morsi

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