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Mobile Design. UI/UX Design
AIVA
Platform: IOS, ANDROID
Year: 2018
Type: Wealth Management Solutions
Client: aiva
DEFINING AND UNDERSTANDING OUR GOAL

Challenge

The challenge presented by the company was to
improve the customer experience with the agents and
products already contracted, as well as to benefit
them through upselling and cross-selling of the
products offered.

Research

The research process began by investigating how the
company works with its customers, what products it
sells, how it serves them, and what type of
communication they maintain. Understanding the
audience that would use the tool, including their age
group, level of technological knowledge, and usage,
was essential to determine the type of solution to
provide.

Solution

Create a mobile management and tracking
application for the sales team to improve the
customer experience with the products.

Main control

Navigation

The process began by defining the information
architecture and iterating on design patterns to
provide easy interaction and understanding of
the application. Two navigation proposals were
presented using the Sidebar and Tabcontrol

Single Image
Single Image

After analyzing the pros and cons, the Tabcontrol was chosen
as the navigation control due to its familiarity (compared to
apps like WhatsApp) with the target audience who will be
using the application.

INTERACTION DESIGN AND UI DESIGN

Low fidelity prototypes

Several low-fidelity prototypes were created to
evaluate interaction and screen layout..

Once the navigation was defined, the remaining screens were
designed, including listings, search, filters, activities (create,
delete, edit), calendars, products, analysis dashboard, profile,
among others.

WHITE LABEL APP

Agnostic design

Agnostic design After finalizing the interaction design and
application flow, the base design (white label) was developed
with the purpose of being personalized for other branches/clients
in the future.

To achieve the white label, we worked with few accents and a reduced color palette
to make it easily customizable without losing the highlights and important actions.

Single Image

The hand-off of the delivered material to the development team was prepared in
Zeplin with all the optimized design tokens (typography, colors, iconography, and
components along with their grid with exact measurements), ready to be translated
into the application's code.