Company E logo

1.3M

Supported B2B/B2C Users

1

FinTech Account Mangement Brands

  • Company E logo
  • Company E logo
Profile

Kyle Keele, UX Consultant, CGI Financial

Mar 2016 - Jul 2016

UX Consultant for CGI Financial’s BtoB clients enabling design pitches, vision, and product sale to build an in-house SAAS application that would be designed ground up based on a traditional paper process. The white-labeled solution would be provided to CI Financial and their subsidiaries, Assante and Stone Gate. Prior to my commitment and departure, the contract was solidified across client executives, and shifted from discovery/definition and design to story planning, acceptance criteria and development strategy.

Won CGI New Clients with AOP Wealth App

2016 Creation of customer or entity account open packages, and re-submission workflows,

View Project

  • My Responsibilities

    • Client Pitches and Design Demos

    • Complete domain unpacking and stakeholder gathering

    • Wireframes and UX Architecture

    • Branding Alignment

    • SAAS Product Design Thinking

    • Paper to Digital Evangalism

  • My Achievements

    • Changing a paper process to a complete digital evangelism

    • Successful client sign off based on expert storytelling strategy

    • Multiple business presentations leading all interaction, stakeholder unpacking, and feedback and peer reviews

    • Designed and defined criteria within an exceptional time frame

    • Full prototype for client and distribution to offshore teams

KYLE KEELE.🍁

20+ Years Experience UX and User Research Leader

Company E logo

1.3M

Supported B2B/B2C Users

1

FinTech Account Mangement Brands

  • Company E logo
  • Company E logo
Profile

Kyle Keele, UX Consultant, CGI Financial

Mar 2016 - Jul 2016

UX Consultant for CGI Financial’s BtoB clients enabling design pitches, vision, and product sale to build an in-house SAAS application that would be designed ground up based on a traditional paper process. The white-labeled solution would be provided to CI Financial and their subsidiaries, Assante and Stone Gate. Prior to my commitment and departure, the contract was solidified across client executives, and shifted from discovery/definition and design to story planning, acceptance criteria and development strategy.

Won CGI New Clients with AOP Wealth App

2016 Creation of customer or entity account open packages, and re-submission workflows,

View Project

  • My Responsibilities

    • Client Pitches and Design Demos

    • Complete domain unpacking and stakeholder gathering

    • Wireframes and UX Architecture

    • Branding Alignment

    • SAAS Product Design Thinking

    • Paper to Digital Evangalism

  • My Achievements

    • Changing a paper process to a complete digital evangelism

    • Successful client sign off based on expert storytelling strategy

    • Multiple business presentations leading all interaction, stakeholder unpacking, and feedback and peer reviews

    • Designed and defined criteria within an exceptional time frame

    • Full prototype for client and distribution to offshore teams

Company E logo

1.3M

Supported B2B/B2C Users

1

FinTech Account Management Brand

  • Company E logo
  • Company E logo
Profile

Kyle Keele, UX Consultant, CGI Financial

Mar 2016 - Jul 2016

UX Consultant for CGI Financial’s BtoB clients enabling design pitches, vision, and product sale to build an in-house SAAS application that would be designed ground up based on a traditional paper process. The white-labeled solution would be provided to CI Financial and their subsidiaries, Assante and Stone Gate. Prior to my commitment and departure, the contract was solidified across client executives, and shifted from discovery/definition and design to story planning, acceptance criteria and development strategy.

  • My Responsibilities

    • Suited up for client pitches and stakeholder demos

    • Complete domain unpacking and stakeholder gathering

    • Wireframes, UX Architecture, and UI

    • Branding Alignment

    • SAAS Product Design Thinking

     

  • My Achievements

    • Changing a paper process to a complete digital evangelism

    • Successful client sign off based on expert storytelling strategy

    • Multiple business presentations leading all interaction, stakeholder unpacking, and feedback and peer reviews

    • Designed and defined criteria within an exceptional time frame

    • Full prototype for client and distribution to offshore teams

Won CGI New Clients with AOP Wealth App

2016 Creation of customer or entity account open packages, and re-submission workflows,

View Project