Portfolio
Macquarie Bank - Advisor Online client profile
One-stop-shop for all client-related info and features in Advisor Online
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Jul 2021
- Research, user-testing and designs for a new dashboard-like experience called "Client profile"
- One-stop-shop for a number of previously decentralised info and client-related features.
- Centralising of features found across 4 different applications - now in one: Advisor Online
- Design of new features and enhancements
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