A cohesive digital presence for Corient's wealth management
A cohesive digital presence for Corient's wealth management
A cohesive digital presence for Corient's wealth management
A cohesive digital presence for Corient's wealth management
UX / UI / DESIGN SYSTEMS
2024
UX / UI / DESIGN SYSTEMS
2024
UX / UI / DESIGN SYSTEMS
2024
UX / UI / DESIGN SYSTEMS
2024
Project details
Project details
Project details
OVERVIEW
OVERVIEW
OVERVIEW
Corient, one of the largest U.S. RIAs serving ultra-affluent clients, sought a refreshed digital presence that blended quiet sophistication, warmth, and innovation.
Corient, one of the largest U.S. RIAs serving ultra-affluent clients, sought a refreshed digital presence that blended quiet sophistication, warmth, and innovation.
Corient, one of the largest U.S. RIAs serving ultra-affluent clients, sought a refreshed digital presence that blended quiet sophistication, warmth, and innovation.
Corient, one of the largest U.S. RIAs serving ultra-affluent clients, sought a refreshed digital presence that blended quiet sophistication, warmth, and innovation.
Alongside the redesign, we explored the “art of the possible”: visionary concepts that reimagined what Corient’s future site could be through motion, storytelling, and next-generation design systems.
Alongside the redesign, we explored the “art of the possible”: visionary concepts that reimagined what Corient’s future site could be through motion, storytelling, and next-generation design systems.
Alongside the redesign, we explored the “art of the possible”: visionary concepts that reimagined what Corient’s future site could be through motion, storytelling, and next-generation design systems.
Alongside the redesign, we explored the “art of the possible”: visionary concepts that reimagined what Corient’s future site could be through motion, storytelling, and next-generation design systems.
Client
Client
Client
Corient
Corient
Corient
My role
My role
My role
Lead designer
Design system
Prototyping
Interaction design
Developer handoff
Lead designer
Design system
Prototyping
Interaction design
Developer handoff
Lead designer
Design system
Prototyping
Interaction design
Developer handoff
Team
Team
Team
3 designers
2 project managers
3 designers
2 project managers
3 designers
2 project managers
Duration
Duration
Duration
2024
2024
2024
Key Challenges
Key Challenges
Key Challenges
Corient lacked a clear vision for their digital future, needing guidance to define their objectives and strategy
Corient lacked a clear vision for their digital future, needing guidance to define their objectives and strategy
Corient lacked a clear vision for their digital future, needing guidance to define their objectives and strategy
Corient lacked a clear vision for their digital future, needing guidance to define their objectives and strategy
Corient’s existing digital presence felt outdated and fragmented across its various business units
Corient’s existing digital presence felt outdated and fragmented across its various business units
Corient’s existing digital presence felt outdated and fragmented across its various business units
Corient’s existing digital presence felt outdated and fragmented across its various business units
The team needed a cohesive design system that could scale across multiple microsites
The team needed a cohesive design system that could scale across multiple microsites
The team needed a cohesive design system that could scale across multiple microsites
The team needed a cohesive design system that could scale across multiple microsites
The design system had to be flexible enough to support campaigns, but distinct and premium enough to speak to high-net-worth clients
The design system had to be flexible enough to support campaigns, but distinct and premium enough to speak to high-net-worth clients
The design system had to be flexible enough to support campaigns, but distinct and premium enough to speak to high-net-worth clients
The design system had to be flexible enough to support campaigns, but distinct and premium enough to speak to high-net-worth clients
How might we balance quiet sophistication with innovation while delivering something elevated yet practical under fast-moving timelines?
How might we balance quiet sophistication with innovation while delivering something elevated yet practical under fast-moving timelines?
How might we balance quiet sophistication with innovation while delivering something elevated yet practical under fast-moving timelines?
How might we balance quiet sophistication with innovation while delivering something elevated yet practical under fast-moving timelines?
Our approach
Our approach
Our approach
Inspiration gathering and visual benchmarking
Inspiration gathering and visual benchmarking
Inspiration gathering and visual benchmarking
Collected examples of best-in-class user interfaces and experiences to inform design direction and establish a baseline for quality
Collected examples of best-in-class user interfaces and experiences to inform design direction and establish a baseline for quality
Collected examples of best-in-class user interfaces and experiences to inform design direction and establish a baseline for quality
Collected examples of best-in-class user interfaces and experiences to inform design direction and establish a baseline for quality
Low-fidelity wireframes to align on structure and flow
Low-fidelity wireframes to align on structure and flow
Low-fidelity wireframes to align on structure and flow
Created basic structural outlines of screens to define content hierarchy and user journeys, ensuring stakeholders were aligned on the core functionality before investing in visual details
Created basic structural outlines of screens to define content hierarchy and user journeys, ensuring stakeholders were aligned on the core functionality before investing in visual details
Created basic structural outlines of screens to define content hierarchy and user journeys, ensuring stakeholders were aligned on the core functionality before investing in visual details
Created basic structural outlines of screens to define content hierarchy and user journeys, ensuring stakeholders were aligned on the core functionality before investing in visual details
High-fidelity reskins showcasing refined motion and elevated visuals
High-fidelity reskins showcasing refined motion and elevated visuals
High-fidelity reskins showcasing refined motion and elevated visuals
Developed detailed visual designs, incorporating brand guidelines, advanced UI elements, and subtle animations to bring the user experience to life
Developed detailed visual designs, incorporating brand guidelines, advanced UI elements, and subtle animations to bring the user experience to life
Developed detailed visual designs, incorporating brand guidelines, advanced UI elements, and subtle animations to bring the user experience to life
Developed detailed visual designs, incorporating brand guidelines, advanced UI elements, and subtle animations to bring the user experience to life
Future-state explorations that pushed beyond current brand constraints
Future-state explorations that pushed beyond current brand constraints
Future-state explorations that pushed beyond current brand constraints
Explored innovative design concepts and functionalities that extended beyond immediate project requirements, aiming to inspire long-term product vision and identify potential areas for future growth
Explored innovative design concepts and functionalities that extended beyond immediate project requirements, aiming to inspire long-term product vision and identify potential areas for future growth
Explored innovative design concepts and functionalities that extended beyond immediate project requirements, aiming to inspire long-term product vision and identify potential areas for future growth
Explored innovative design concepts and functionalities that extended beyond immediate project requirements, aiming to inspire long-term product vision and identify potential areas for future growth
RESULTS
RESULTS
RESULTS
RESULTS
Enhanced storytelling through scroll-based animations and motion design for Corient’s main site
Enhanced storytelling through scroll-based animations and motion design for Corient’s main site
Enhanced storytelling through scroll-based animations and motion design for Corient’s main site
Enhanced storytelling through scroll-based animations and motion design for Corient’s main site
We introduced subtle motion and interactive scroll effects to guide users through Corient’s narrative, creating a more immersive and engaging way to experience the brand’s story and values.
We introduced subtle motion and interactive scroll effects to guide users through Corient’s narrative, creating a more immersive and engaging way to experience the brand’s story and values.
We introduced subtle motion and interactive scroll effects to guide users through Corient’s narrative, creating a more immersive and engaging way to experience the brand’s story and values.
RESULTS
RESULTS
RESULTS
RESULTS
Lead the redesign for CI Private Wealth
Lead the redesign for CI Private Wealth
Lead the redesign for CI Private Wealth
Lead the redesign for CI Private Wealth
Spearheaded CI Private Wealth's digital platform redesign (concept to launch), focusing on modern aesthetics, intuitive user journeys, and establishing a comprehensive design system for consistency and scalability.
Spearheaded CI Private Wealth's digital platform redesign (concept to launch), focusing on modern aesthetics, intuitive user journeys, and establishing a comprehensive design system for consistency and scalability.
Spearheaded CI Private Wealth's digital platform redesign (concept to launch), focusing on modern aesthetics, intuitive user journeys, and establishing a comprehensive design system for consistency and scalability.
RESULTS
RESULTS
RESULTS
RESULTS
Future-ready concepts that shaped Corient’s digital roadmap
Future-ready concepts that shaped Corient’s digital roadmap
Future-ready concepts that shaped Corient’s digital roadmap
Future-ready concepts that shaped Corient’s digital roadmap
The art of the possible explorations became a foundation for the brand’s next phase—showing how thoughtful design can both modernize and future-proof a legacy financial brand.
The art of the possible explorations became a foundation for the brand’s next phase—showing how thoughtful design can both modernize and future-proof a legacy financial brand.
The art of the possible explorations became a foundation for the brand’s next phase—showing how thoughtful design can both modernize and future-proof a legacy financial brand.
Project Takeaways
Project Takeaways
Project Takeaways
Project Takeaways
Speed doesn’t mean sacrificing quality
Speed doesn’t mean sacrificing quality
Speed doesn’t mean sacrificing quality
Speed doesn’t mean sacrificing quality
Tight timelines can still produce strong creative outcomes with clear prioritization and collaboration.
Tight timelines can still produce strong creative outcomes with clear prioritization and collaboration.
Tight timelines can still produce strong creative outcomes with clear prioritization and collaboration.
Tight timelines can still produce strong creative outcomes with clear prioritization and collaboration.
Art of the possible explorations are invaluable
Art of the possible explorations are invaluable
Art of the possible explorations are invaluable
Art of the possible explorations are invaluable
They not only push creativity but also build alignment and excitement around the future vision.
They not only push creativity but also build alignment and excitement around the future vision.
They not only push creativity but also build alignment and excitement around the future vision.
They not only push creativity but also build alignment and excitement around the future vision.
Design systems are living assets
Design systems are living assets
Design systems are living assets
Design systems are living assets
Building them early and maintaining flexibility ensured the Corient brand could evolve smoothly.
Building them early and maintaining flexibility ensured the Corient brand could evolve smoothly.
Building them early and maintaining flexibility ensured the Corient brand could evolve smoothly.
Building them early and maintaining flexibility ensured the Corient brand could evolve smoothly.
Stakeholder alignment is key
Stakeholder alignment is key
Stakeholder alignment is key
Stakeholder alignment is key
Frequent, structured feedback loops reduced rework and helped the team stay unified around shared design goals.
Frequent, structured feedback loops reduced rework and helped the team stay unified around shared design goals.
Frequent, structured feedback loops reduced rework and helped the team stay unified around shared design goals.
Frequent, structured feedback loops reduced rework and helped the team stay unified around shared design goals.
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© NICOLE LOZANO 2025
Hiya! Have an idea
or opportunity?
© NICOLE LOZANO 2025
Hiya! Have an idea
or opportunity?
© NICOLE LOZANO 2025
Hiya! Have an idea
or opportunity?
© NICOLE LOZANO 2025