CI Direct, known as WealthBar and Virtual Brokers respectively at the time, were my longest serving projects as a member of the Steamclock team.
CI Direct Investing is available on the App Store and Play Store.
CI Direct Trading is available on the App Store and Play Store.
Responsibilities
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User research
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Usability testing
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Design system
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Wireframing & prototyping
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Product design lead
WealthBar
Two nice native apps, for iOS and Android, make saving for retirement easy.
Virtual Brokers
A multi-platform app for stock traders both new and experienced. Virtual Brokers wanted to design and build a native mobile app that would replace their old web-based app.
Acquisitions & Rebranding
WealthBar and Virtual Brokers were independently acquired by CI Financial and our team was tasked with developing a design system that would harmonize the look and feel of both apps.
CI wanted each app to retain its distinctiveness and target audience, and we worked closely with the Director of Digital Experience and internal product teams to ensure the new design system aligned with the brand goals while remaining flexible and customizable as needed.