Elements
About
Elements, a financial monitoring platform, is simplifying financial planning while dramatically lowering the costs for advisors to both acquire and serve clients. Elements encourages better behaviors with clients that promote financial health by displaying digestible pieces of critical financial data, including debt, savings, spending, insurance, investments, and more, that become the building blocks of a comprehensive, easy-to-monitor financial plan. The Elements scorecard provides advisors a way to capture vital client data quickly and easily and present a holistic picture of their financial life in a tangible and understandable way.
Due to a Non-Disclosure Agreement, I am unable to showcase visual elements of the project. However, I gained valuable experience and knowledge during this project, particularly in maintaining the functionality of the design systems through multiple operating systems to maintain ease of use. This experience has further strengthened my capabilities in this area and I am excited to apply these skills to future projects.
My Role
As a member of the dynamic team at Elements, a startup revolutionizing the financial planning industry, I was tasked with elevating the user experience for both advisors and their clients. Utilizing my skills in design systems, I maintained and improved the aesthetics and functionality of our platform. I also played a key role in ensuring seamless file conversions from Sketch to Figma, and developed engaging components that enhanced the overall user journey. Additionally, I was instrumental in executing a successful social media marketing campaign, further driving the growth and success of the company.
Marketing Campaign
The design team was assigned the project of developing a new social-media marketing campaign. Initially, we were provided with minimal direction and context for the campaign’s copy or overall objective. However, we approached this task with a creative and strategic mindset, ensuring that our designs aligned with the brand’s DNA. The following are some of the noteworthy outcomes of this project.
