wealth management - UX case study
Extensively worked with the top brands in Wealth Management such as FIDELITY, WELLINGTON, INVESCO, AND BABSON CAPITAL. Presenting here a few use cases of MANAGED SOLUTIONS
Click on these tabs (UX Phases) to understand the roles and activities I performed during each phase
Journey Mapping Exercise / Service Design of Sally
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A journey mapping exercise describes Sally’s future state stepped processes and vision.
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Sally’s persona defines what to expect in terms of interaction.
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Touchpoints are user actions and interactions with the business needs.
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Defines truthful narratives and be sure that Sally’s journey resembles a real use case.
Sally Z, 59 TA: $1 - 3 M, Currently has self-managed WA account, but has an interest in switching over to a "Managed Solutions"
I want to work with a Financial Advisor who understands our unique needs and can help us make confident and informed decisions about our future
This use case was assigned and handled by me
This use case was assigned and handled by me
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High-fidelity wires give a better taste of what real UI elements might look like.
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They contain design elements that are intended to accurately represent components, user actions, interactions, infographics, icons, conversational UI, contextual help, notifications, etc.
High Fidelity Wireframes
1 Notification
2 Landing Screen
3 Planning Center
4 Co-Browse session
5 Retirement Goal
6 Risk Number (popup)
7 Tax Drag (Popup)
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Timely notifications and alerts give confidence to the user
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Multiple plans are provided based on goal distribution, so the user can select an appropriate plan
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The co-browsing feature was added to the advisor and the customer can have smooth conversation
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Infographics and data visualization (graphs) were added
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Help videos added
Key Improvements in Wealth Management App
What was missed?
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We missed a feature "Chatbot" because of the timeline and other constraints
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I designed the initial sketches and low-fidelity wireframes and presented them to the stakeholders, it was well received but I wasn't able to convince them to add this feature in this release
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The product owners requested to deliver for future reference
