Laptop and iPhone on table showing a website with a financial investment deal.

2019

Year

2019

Role

Strategy
Experience
Interface

Industry

Technology

Agency

TM

Creating a trusted financial platform focused on private investing

Flow is a financial platform focused on optimizing private fund management.

During the life of this engagement, I took a critical eye at all aspects of the business and created solutions that bring ease and clarity to investing in, and managing, private funds.The architecture was defined to support the various roles. Context and progress were introduced into the participation steps. A versatile form treatment was invented. Tasks and a dashboard to house them were designed to ground the customers with their required involvement. The Flow brand even got a fresh new look.

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