Transamerica
Transamerica provides insurance, investments, and retirement planning. In this project, I worked with TransAmerica Retirement Solutions (TRS) to create an application for generating custom websites for large institutional clients. The application allows Account Managers, Sales people, and Business Developers to create sample and highly customized Account Management Dashboards, along with lightweight CRM features. In this project, I lead the design of this new tool, including user flows, wireframes, visual design, and the creation of a custom design system.