Designed to help customers evaluate their investment needs and what type of account to open. This tool relied on a series of sliders and checkboxes to define the user’s needs and recommend the best solution for their practice. Required an understanding of the customer experience through both desktop and mobile interactions, with responsive design at the core of my concept.

NOTE: The mobile mocks presented here were created before the colors were switched for the final version, as seen in the desktop images. While the colors may be inconsistent the design remains the same.

To see the web tool in action, click here