Introduce a friend

Introduce a friend

  • Most clients work in Equity, Corporate Finance, Law and Senior executives and Entrepreneurs. I work primarily customer facing, creating new features to help users understand their financial assets better; examples of these include Company stock options, Private investments and visualising data aggregation of different financial assets. This enables clients to better understand their financial health not only today but the duration of their lifetime and so they can adjust habits to use their wealth for what is important to that individual and their family.

  • The business was growing rapidly and needed to make their app more scalable for the future. They needed to create new features to meet client demand and also migrate both Android and iOS. All with a rather small design team.

  • Senior Product Designer - In charge of creating new features and maintaining Y TREE app for Android and iOS app.

  • As a in house designer quarterly planning of what features will be worked on, my main responsibility is to create new features and move the iOS app to UI Swift and and move the Android app from M2 to M3.

    I have currently worked for Y TREE just over a year see projects i have worked on so far:

    • Designing new features

    • Home screen navigation updates

    • Cash buffer tool - delivered

    • introduce a friend - delivered

    • Company stock options - delivered

    • Financial asset overview update - delivered

    • Migration from M2 to M3 and Design system updates- rolling out

    • Migration from Xamarin bespoke to native Swift UI Design system updates - ongoing

  • Stakeholders:

    • Head of Tech

    • Head of product

    • Product owner

    • Financial advisers

    Team:

    • Scrum master

    • iOS and Android chapter leads

    • Backend developer

    • Team of iOS and Android developers

    • Product Owner

    • QA

    Software and key knowledge

    Agile -
    framework

    JIRA - organise tickets

    Figma - Design files and deliverables, Design Library

    Miro and Figjam - Collaboration

    Slack and Trello - planing and communication