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
Project Goals
Socialize and iterate
Share outs with appropriate subject matter experts
Develop a prototype
Create a robust clickable prototype
Form a narrative
Form a story in a way that compels, inspires, and drives action
The Wealth Management Company asked UX Team to create a North Star product experience that tells a high-level story for the future of onboarding wealth-managed accounts.
Here I am presenting a vision for a mobile application that drives the client towards making the decision to Open A Managed Account.
Objective
Understand the context
Key partners, activities, resources, and value propositions
Identify focus areas for opportunity
Important customer needs that are critical to solve
Generate ideas
Answer critical business questions and customer needs through design
In week 2, the UX team met to gain insights into the current space, understand users and their needs, and investigate opportunities. We have agreed on key areas, across squads, that will support us in framing a future shared vision focused on managed solutions’ client onboarding.
Focus Areas For Design Sprints
Our Process
In week 2, the UX and WM team met to gain insights into the current space, understand users and their needs, and investigate opportunities. We have agreed on key areas, across squads, that will support us in framing a future shared vision focused on managed solutions’ client onboarding.
These are the Critical Engagement Focal Areas:
This use case was assigned and handled by me
Identify Design Challenges and Sketches Exercise
My Roles and Responsibilities in the Discovery Phase
As A Lead UX Specialist:
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I Facilitated Brainstorming Sessions
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I Facilitated UX Team and WM Team Work Sessions Discussions
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I Facilitated Whiteboarding Sessions
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I Worked on quick Paper Sketches and Paper Prototypes for the use case that was assigned to me
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I Worked on Mural Board Presentations (Online Collaboration Platform for Teams)
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Discovered Audience Expectations and Needs
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Discovered Pain Points of an existing Wealth Management system
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Identified and prioritized high-level key user tasks and scenarios that need UX solutions for the MVP
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Agreed on high-level UX planning, Problem Statements, and Timelines
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Agreed for the UX team count (UX Lead, Designers, Visual Designers, Content Strategists)
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Agreed to work on Agile Methodologies with Lean UX Planning
Conclusion Summary of Discovery Phase
