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
Our Design Approach
Foundational Approach
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Systematic typography styling (golden scale). A foundational grid system that all content aligns to the Scale of imagery, typography, and/or graphical elements creates hierarchy, and drama, and breaks up the monotony of repetitive grids
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A simple aesthetic, attention to detail, intuitive & and user-friendly. Minimum cognitive load. Focused page narrative, often leveraging whitespace and Elegant UI that enhances wayfinding without being overt
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Contextual videos are leveraged to aid the cognitive load of what would otherwise require a long-form copy. Surprise and delight through user interaction
Digital Interviews
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Gathered needed information in a guided interview that incorporates best practices from advisors
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One question at a time – Turbo Tax Example
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Follow-ups anticipated – screen shows tips and answers to questions that typically come up
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Focus on the Why of financial planning – what is important to the client, not just milestones or purchases
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Sustainable investing – profile can build a socially responsible investment-managed account
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Profile interviews can help identify a better match between a particular client and an advisor (e.g. Match.com)
My Roles and Responsibilities in the Research Phase
As a Lead UX Specialist:
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I Gathered information about the target audience from several stakeholders and users
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I Facilitated User Interviews
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I was able to Identify the Problem Statements with the help of my team, colleagues, and users
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I Performed quick sketches, scribbles, and low-fidelity wireframes (Figma, Mural Board)
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I Worked on Mural Board Presentations (Online Collaboration Platform for Teams)
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I was assigned to a use case of Sally (user) and the WM Advisor's managed solution plans
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Identified key use cases to be built for the MVP (Release 1)
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Discovered Pain Points of an existing Wealth Management system
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Analyzed what went well and what needs to be learned more
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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 Research Phase
