Customer Dialogue Systems

Project

Customer Dialogue Systems (CDS) is a Belgium based, multi-goal, financial planning software company. As the only member of the CDS team with web and UI experience, I was engaged to transition CDS software to the web, as well as assist inthe development of user friendly product features. The goal of CDS was to bring their advisor tools to the European end-user market.

I worked closely with the V.P. of Product Development in Belgium, as well as continued work on the online product in Boston.

Highlights

  • CDS online planning product
    • Unique product branding
    • Process for setting multipe goals
    • Screen specific help
    • Risk assessment questionnaire
  • Company website
  • HTML mockups for clent prospects such as Deutcbanke