Challenge Summary
Welcome to “Fast! Consus Bank Internal Tool Redesign challenge”! In this challenge, we are looking for your help to redesign an internal application used by a financial services company. This is an internal tool used by financial advisors to know about their clients, onboard them and analyses/manage risks.
Read the challenge specification carefully and watch the forums for any questions or feedback concerning this challenge. Let us know if you have any questions in the challenge forum!
Note: This is a fast challenge and requires only three screens to design. Have fun in this one!
Final Submission
Submit your Final design plus rolling checkpoint updates
01) Portfolio
02) Overview
03) Portfolio - Accounts
- As part of your Final submission, you must replace your checkpoint submission with the final submission into MarvelApp so we can provide direct feedback on your designs. Please include the MarvelApp URL in your notes.txt
- Make sure all pages have the correct flow. Use the proper file numbers, (1, 2, 3, etc.)
Important Rolling Checkpoint Details
- Submit by Sunday, 9 June 2019 05:00 EDT (Topcoder time) for rolling checkpoint feedback.
- 5 placements for Rolling Checkpoint prize at $50 each!
- Customer and copilot will be available to give Rolling checkpoint feedback.
- We will answer questions and provide Rolling checkpoint Feedback as fast as possible
- You must watch the Forum for your feedback!
Challenge Objectives
- Redesign 3 Screens
- Web/Desktop
Project Background
- You will be redesigning screens of an internal application used by a financial services company. This tool facilitates financial advisors to know about their clients, onboard them or analyses/manage risks.
- The scope of the challenge is limited to redesign the already existing three screens for this tool. See Reference Screen.
- We are focussing on only the redesigning of the existing application. Concentrate on the visual design aspect of this challenge. This is going to be a production-ready application.
- Feel free to change the layout and improve user experience without changing existing functionality/flow.
Screen Requirements
Please make sure to create the following screens.
01) Portfolio
See 01_Portfolio in Reference Screen
- This screen shows the primary page for the financial advisors - it lists all the clients on his/her portfolio.
02) Overview
See 02_Overview in Reference Screens
- This screen shows the central view to access and review client documents.
- Think of how you can show/preview the documents.
03) Portfolio – Accounts
See 03_Portfolio – Accounts in Reference Screen
- This screen shows the financials related to card services for the portfolio.
Note: Each screen is independent and there is no flow between the above three screens.
Target Audience
- Financial Advisors
- Internal Company employees
Form Factor:
Web/Desktop: Minimum 1366px width and height adjusted accordingly.
Branding Guidelines
- We are providing the basic primary color palette and font preferences in Branding reference.
- You can use any secondary color matching the primary one.
- Use this reference to create more elements as you find it suitable.
- You can use a placeholder in place of the logo.
Judging Criteria
- How well does your design align with the objectives of the challenge?
- Completeness of screens
- Cleanliness of screen designs
Final Deliverables
- Declaration file about stock icons, and font link source used in your design.
- All original design files in JPG/PNG for client review
- All original design files in Sketch, XD, or Adobe Photoshop and saved as a layered editable file.
- Marvel Prototype
- We need you to upload your screens to Marvel App
- Please send your marvel app request in the challenge forum
- You MUST include your Marvel app sharing URL link as a text file in your submission (in your marvel app prototype, click on share and then copy the link)
Final Fixes
As part of the final fixes phase, you may be asked to modify your graphics (sizes or colors) or modify overall colors.
Please read the challenge specification carefully and watch the forums for any questions or feedback concerning this challenge. It is important that you monitor any updates provided by the client or Studio Admins in the forums. Please post any questions you might have for the client in the forums.