Product Design

Morgan Stanley

Morgan Stanley

Dedicated to local and global communities since 1935, our firm was founded with a commitment to community as our guiding principle. And we’ve been making a difference ever since.

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Brand Experience & Design
User Interviews
User Experience
Visual Design

Improving Private Banking

Working alongside business owners we improved a product developed for Private Bankers. They provide personalized financial services to high-net-worth individuals, so speed and efficiency is paramount.

During our engagement we focused on improving the user experience for Alerts, Opportunities and Pipeline. We validated with Private Bankers early to confirm our decisions and limit our scope, providing a clear path for improvement. We streamlined the content providing a robust and useful interface, increasing efficiency.

Morgan Stanley Private Bank Central dashboard layout.
Morgan Stanley Private Bank Central Alerts module.Morgan Stanley Private Bank Central Leadlist module.
Morgan Stanley Private Bank Central small row layoutMorgan Stanley Private Bank Centra Workbench view with Chat open
Morgan Stanley Private Bank Central ChatMorgan Stanley Private Bank Central Chat filled
Morgan Stanley Private Bank Central Opportunity List viewsMorgan Stanley Private Bank Central UI kit


Executive Creative Director- Eric Lennert
Creative Director - Julie Ingalsbe

Work done while at IHS Markit

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