- New York
- Financial Services
- 16 weeks
- B2C
- Figma, Sketch, Adobe XD, InVision, Axure
Project Brief
The project’s goal was UX/UI design of a premier wealth management platform, hence boosting user experience, engagement, and client happiness for a large financial services organisation.
Client Background
The client is a well-known wealth management organisation situated in New York that offers personalised investment strategies and financial planning. They needed a contemporary and intuitive user interface to better serve their high-net-worth customers and attract new consumers.
Key Challenges:
Solution:
1. Discovery and Planning
Our team began by conducting extensive conversations with stakeholders and user research to better understand the firm's and its clients' particular demands and problem issues. We performed usability testing on the existing platform to discover crucial areas for improvement and created comprehensive user experiences and personas to guide the redesign process.
2. Development
We used Figma, Sketch, and Adobe XD to develop wireframes that are and interactive prototypes. The design approach was iterative, with feedback from stakeholders and users included at each level. Our development strategy was on building a unified design framework that provided uniformity across all touchpoints. The connection with third-party tools and compliance features was rigorously designed and carried out to satisfy industry requirements.
3. Implementation
The new design was introduced in stages to reduce interruption. We began with a test launch, gathering input and making required changes prior to a full-scale release. Comprehensive training and documentation were supplied to guarantee that the client's staff could properly manage and use the new platform. Continuous support and upgrades were provided after the launch to maintain an
Tools & Technology Used
Adobe XD
Design Tool
Figma
Design Tool
InVision
Prototyping
Hotjar
User Analytics
Google Analytics
Analytics
Features:
Personalized Dashboards
We created highly customisable dashboards that present important financial information and statistics based on each user's profile. Users may simply view their portfolio's performance, recent transactions, and personalised investment advice.
Intuitive Navigation
The updated navigation layout makes it easier to find crucial features and information. A well-organized menu and clear visual hierarchy make it easy for users to navigate the site, improving usability and engagement.
Real-time Data Integration
The platform aggregates real-time financial data from a variety of third-party sources to provide users with current market information and analytics.
Responsive Design
Our responsive design guarantees a consistent user experience across all platforms, including computers and mobile phones. The interface adjusts to various screen sizes and orientations while retaining functionality and aesthetics.
Compliance and Security
We put in place strong security measures and followed financial requirements to secure sensitive user data and retain confidence.