Designing a Wealth-First Global Investing Experience - MVP
Designing a Wealth-First Global Investing Experience - MVP
Helping wealth customers act faster and smarter with insight-driven, self-serve digital journeys.
Helping wealth customers act faster and smarter with insight-driven, self-serve digital journeys.
Client
Client
Banking Sector
Banking Sector
Service Provided
Service Provided
UI/UX Design
UI/UX Design
Target Users
Target Users
High Net-worth Investors
High Net-worth Investors
Impact
Impact
95% task completion rate for 80% of tasks, Design for business metrics, Increased investment basket probability through responsive channels
95% task completion rate for 80% of tasks, Design for business metrics, Increased investment basket probability through responsive channels
How did we re-designed the current application in just 2 months?
How did we re-designed the current application in just 2 months?
1
Heuristic Analysis : Key UX Insights and Actions
Heuristic Analysis : Key UX Insights and Actions
2
The heuristic analysis revealed opportunities to simplify navigation, reduce cognitive load, improve accessibility, and create a more scalable experience across the platform. These insights were translated into six focused actions from streamlining navigation and filters to improving onboarding, terminology, and quick-access workflows creating a clearer, faster, and more user-centric experience.
The heuristic analysis revealed opportunities to simplify navigation, reduce cognitive load, improve accessibility, and create a more scalable experience across the platform. These insights were translated into six focused actions from streamlining navigation and filters to improving onboarding, terminology, and quick-access workflows creating a clearer, faster, and more user-centric experience.
Design Principles → Mobile UI Direction
Design Principles → Mobile UI Direction
3
Prioritized portfolio value and key financial insights through clear hierarchy and progressive disclosure, reducing cognitive load while keeping deeper data accessible. Personalized, grouped information helps users understand performance faster and build confidence in the experience.
Prioritized portfolio value and key financial insights through clear hierarchy and progressive disclosure, reducing cognitive load while keeping deeper data accessible. Personalized, grouped information helps users understand performance faster and build confidence in the experience.
Clear dashboard-first experience aligned to HNIs :
Clear dashboard-first experience aligned to HNIs :
4
Effective info. Arch. & Navigation
Effective info. Arch. & Navigation
Effective info. Arch. & Navigation
Created a clear information architecture and navigation to help users easily understand the structure and find key actions.
Created a clear information architecture and navigation to help users easily understand the structure and find key actions.
Accessibility & Clarity First
Accessibility & Clarity First
Accessibility & Clarity First
Created accessible wireframes with readable layouts, clear touch targets, and minimized cognitive load for diverse users.
Created accessible wireframes with readable layouts, clear touch targets, and minimized cognitive load for diverse users.
Scalable & Modular UI Approach
Scalable & Modular UI Approach
Scalable & Modular UI Approach
Utilized modular layouts and standard patterns to build a scalable foundation for growing features and content.
Utilized modular layouts and standard patterns to build a scalable foundation for growing features and content.
Recent Designs
Recent Designs
Designing a Wealth-First Global Investing Experience - MVP
Designing a Wealth-First Global Investing Experience - MVP
Helping wealth customers act faster and smarter with insight-driven, self-serve digital journeys.
Helping wealth customers act faster and smarter with insight-driven, self-serve digital journeys.
Client
Client
Banking Sector
Banking Sector
Service Provided
Service Provided
UI/UX Design
UI/UX Design
Target Users
Target Users
High Net-worth Investors
High Net-worth Investors
Impact
Impact
95% task completion rate for 80% of tasks, Design for business metrics, Increased investment basket probability through responsive channels
95% task completion rate for 80% of tasks, Design for business metrics, Increased investment basket probability through responsive channels
How did we re-designed the current application in just 2 months?
How did we re-designed the current application in just 2 months?
1
Heuristic Analysis : Key UX Insights and Actions
Heuristic Analysis : Key UX Insights and Actions
2
The heuristic analysis revealed opportunities to simplify navigation, reduce cognitive load, improve accessibility, and create a more scalable experience across the platform. These insights were translated into six focused actions from streamlining navigation and filters to improving onboarding, terminology, and quick-access workflows creating a clearer, faster, and more user-centric experience.
The heuristic analysis revealed opportunities to simplify navigation, reduce cognitive load, improve accessibility, and create a more scalable experience across the platform. These insights were translated into six focused actions from streamlining navigation and filters to improving onboarding, terminology, and quick-access workflows creating a clearer, faster, and more user-centric experience.
Design Principles → Mobile UI Direction
Design Principles → Mobile UI Direction
3
Prioritized portfolio value and key financial insights through clear hierarchy and progressive disclosure, reducing cognitive load while keeping deeper data accessible. Personalized, grouped information helps users understand performance faster and build confidence in the experience.
Prioritized portfolio value and key financial insights through clear hierarchy and progressive disclosure, reducing cognitive load while keeping deeper data accessible. Personalized, grouped information helps users understand performance faster and build confidence in the experience.
Clear dashboard-first experience aligned to HNIs :
Clear dashboard-first experience aligned to HNIs :
4
Effective info. Arch. & Navigation
Effective info. Arch. & Navigation
Effective info. Arch. & Navigation
Created a clear information architecture and navigation to help users easily understand the structure and find key actions.
Created a clear information architecture and navigation to help users easily understand the structure and find key actions.
Accessibility & Clarity First
Accessibility & Clarity First
Accessibility & Clarity First
Created accessible wireframes with readable layouts, clear touch targets, and minimized cognitive load for diverse users.
Created accessible wireframes with readable layouts, clear touch targets, and minimized cognitive load for diverse users.
Scalable & Modular UI Approach
Scalable & Modular UI Approach
Scalable & Modular UI Approach
Utilized modular layouts and standard patterns to build a scalable foundation for growing features and content.
Utilized modular layouts and standard patterns to build a scalable foundation for growing features and content.
Recent Designs
Recent Designs