Design of new wealth builder, investment, trading and portfolio application & tools for New York Life

My challenge: Design a highly interactive user experience, from concept to iterative improvements, ensuring that design and interaction blend with business, customer and technical requirements.
I observed users of similar applications and
then created created design visualizations to help everyone understand what the best experience should be - combining sketches, storyboards, flows, wireframes, and page mockups which became part of the initial beta application. The adopted title for the new application was ‘Client Analysis Tool’ (CAT). It was highly successful and also adopted by related brands, Eagle Strategies, et al.