Challenge

OppenheimerFunds wanted to be top of mind for financial advisors, not only for making financial decisions, but also for gathering information on current investment strategies and trends. Our client wanted to differentiate themselves from the other big investment competitors as an innovator in the digital space.

Idea

Create a product that is not just another shiny promotional piece, but a useful day-to-day application for financial advisors. The aim of this application is to encourage financial advisors to understand and grow their business based on diagnostic tools as well as educational materials from existing OppenheimerFunds’ content. Utilizing lean UX, we created an MVP tablet app, bringing to life the best performing features. A detailed style guide outlined the features, structure, and design of the app.

Role

Concept, art direction, design, product style guide development and UI design.