![](https://s3images.coroflot.com/user_files/individual_files/182042_SaH43TaxYVFH5KzK9dUsDbrTm.jpg)
pitch room captured
![](https://s3images.coroflot.com/user_files/individual_files/182042_gQ8jH_ycHVs70p0j4axK3CEB8.jpg)
Our work flow
![](https://s3images.coroflot.com/user_files/individual_files/182042_H4djvuIXk5TIwUQZfnxVVU0Hm.png)
Persona overvies
![](https://s3images.coroflot.com/user_files/individual_files/182042_dUYczfur8vr8BWbfGM9p8V58S.png)
Amanda - example persona for the investment newcomer
![](https://s3images.coroflot.com/user_files/individual_files/182042_ejX7ceU5Ui5UWmuKVTejplR9z.png)
Mental model (generic for anonymous user) - Our focus was till the conversion happened. When the user started with his investments and/or re-evaluated his portfolio is therefor greyed out (not in scope for this deliverable).
![](https://s3images.coroflot.com/user_files/individual_files/182042_52c8vvKAAEbBd0tMX3TpjJv0L.png)
Mental model (e.g. Amanda - investment newcomer) - Show which tasks are relevant for this persona.
![](https://s3images.coroflot.com/user_files/individual_files/182042_6naJebPoePni8Szkk_c6M7sNs.png)
Storyboard to show Amanda's user journey in a visual way
![](https://s3images.coroflot.com/user_files/individual_files/182042_2mF6hmTAGMnCUijSIB3ERFaAC.jpg)
Homepage - first visist - is Barclays right for me?
![](https://s3images.coroflot.com/user_files/individual_files/182042_T8Gb_Ix8bPTY0GI0M4RNyv8RT.jpg)
Learn section
![](https://s3images.coroflot.com/user_files/individual_files/182042_6NXB09FVj8qbmcj9HyTSWKGaU.jpg)
Learn section - explore the arts and entertainment page
![](https://s3images.coroflot.com/user_files/individual_files/182042_uPwVp2wdLgvdMjbqPEGw3liFf.jpg)
Smart panel - see what they can offer for me
![](https://s3images.coroflot.com/user_files/individual_files/182042_ACoWlPNISY5w_yP20jvbFFbvH.jpg)
Getting up to speed - what do i meed to know : develop understanding about range of options and how they can best suit your current situation
![](https://s3images.coroflot.com/user_files/individual_files/182042_mzNPXqXxkmImhUqwPaIVR_3HO.jpg)
Use investment guides and videos to get more investment knowledge and understand your financial profile
![](https://s3images.coroflot.com/user_files/individual_files/182042_xFcX9MfEhnvvmoUDUQ9Xs3ziR.jpg)
Building an understanding of the different investment options that are available, and starts to add content to the custom brochure to read later on.
![](https://s3images.coroflot.com/user_files/individual_files/182042_hwUzjsyT89iouwEla2ZIRQxgN.jpg)
Email copy of brochure to pick up later on smartphone (or other device)
![](https://s3images.coroflot.com/user_files/individual_files/182042_8YpL32kVGu3YIOTjkjmNvCQAE.jpg)
Get up to speed - contact point : using the unique number provided on your brochure, you are put through to someone show has a basic understanding of your financial profile and investment interests based on your brochure material.
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